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 6-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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Service code 15 · EIN 20-8764829 | Recordkeeping | $43,685 |
ADP BROKER-DEALER6+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $42,218 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $52,545 | $108,549-51.6% | $156,263-66.4% | $85,563-38.6% |
| Participation rate | 78.2% | 77.1%+1.1pp | 78.9%-0.7pp | 66.0%+12.2pp |
| Annual return | 16.98% | 21.79%-4.8pp | 59.47%-42.5pp | 31.51%-14.5pp |
| Employer contribution / active EE | $2,530 | $2,690-5.9% | $4,333-41.6% | $2,654-4.7% |
| Participant deferral / active EE | $4,848 | $4,800+1.0% | $6,158-21.3% | $4,375+10.8% |
| Admin fee / account holder | $181 | $650-72.1% | $14,255-98.7% | $834-78.2% |