See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,938 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY10+ years Service code 49 2121 AVE OF THE STARS · LOS ANGELES, CA 90067 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,944 | $59,417-79.9% | $93,606-87.2% | $74,495-84.0% |
| Participation rate | 89.8% | 59.7%+30.1pp | 68.7%+21.0pp | 67.2%+22.6pp |
| Annual return | 9.43% | 81.83%-72.4pp | 133.20%-123.8pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $576 | $1,264-54.4% | $2,420-76.2% | $2,623-78.0% |
| Participant deferral / active EE | $4,540 | $3,050+48.9% | $4,411+2.9% | $4,346+4.5% |
| Admin fee / account holder | $26 | $3,021-99.1% | $8,285-99.7% | $1,942-98.6% |