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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $166,481 |
MORGAN STANLEY SMITH BARNEY8 years Service code 15 · EIN 20-8764829 | Recordkeeping | $124,958 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,289 | $30,147+17.1% | $58,482-39.7% | $80,160-56.0% |
| Participation rate | 81.0% | 34.4%+46.6pp | 50.9%+30.2pp | 72.9%+8.1pp |
| Annual return | 20.99% | 21.97%-1.0pp | 4239.32%-4218.3pp | 40.38%-19.4pp |
| Employer contribution / active EE | $2,243 | $528+325.1% | $1,053+113.0% | $2,978-24.7% |
| Participant deferral / active EE | $5,205 | $1,249+316.7% | $1,924+170.6% | $5,017+3.7% |
| Admin fee / account holder | $137 | $195-29.9% | $2,516-94.6% | $145-5.8% |