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 | $160,049 |
MORGAN STANLEY SMITH BARNEY9 years Service code 15 · EIN 20-8764829 | Recordkeeping | $155,573 |
GRATON RESORT AND CASINO1 year Service code 15 · EIN 46-0601203 | Recordkeeping | $16,905 |
ADP BROKER-DEALER5 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 | $42,403 | $31,741+33.6% | $56,411-24.8% | $199,593-78.8% |
| Participation rate | 78.8% | 32.3%+46.4pp | 52.5%+26.3pp | 72.0%+6.8pp |
| Annual return | 14.92% | 14.72%+0.2pp | 1701.33%-1686.4pp | 34.25%-19.3pp |
| Employer contribution / active EE | $1,630 | $508+221.2% | $1,039+57.0% | $3,034-46.3% |
| Participant deferral / active EE | $5,397 | $1,184+355.8% | $1,952+176.5% | $5,087+6.1% |
| Admin fee / account holder | $163 | $426-61.8% | $2,829-94.2% | $269-39.4% |