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 | $116,081-54.7% | $156,181-66.4% | $79,634-34.0% |
| Participation rate | 78.2% | 75.6%+2.6pp | 78.8%-0.6pp | 62.5%+15.7pp |
| Annual return | 16.98% | 15.89%+1.1pp | 64.87%-47.9pp | 36.46%-19.5pp |
| Employer contribution / active EE | $2,530 | $2,828-10.6% | $4,294-41.1% | $2,5290% |
| Participant deferral / active EE | $4,848 | $4,584+5.8% | $6,132-20.9% | $3,835+26.4% |
| Admin fee / account holder | $181 | $854-78.8% | $14,586-98.8% | $1,002-81.9% |