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 5-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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,122 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 49 61 S PARAMUS RD · PARAMUS, NJ 07652 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,407 | $62,127-81.6% | $81,382-86.0% | $74,495-84.7% |
| Participation rate | 96.1% | 64.0%+32.0pp | 69.5%+26.6pp | 67.2%+28.9pp |
| Annual return | 57.51% | 16.48%+41.0pp | 24.73%+32.8pp | 1364.94%-1307.4pp |
| Employer contribution / active EE | $1,231 | $1,882-34.6% | $2,463-50.0% | $2,623-53.1% |
| Participant deferral / active EE | $3,271 | $3,229+1.3% | $3,883-15.8% | $4,346-24.7% |
| Admin fee / account holder | $33 | $1,934-98.3% | $5,768-99.4% | $1,942-98.3% |