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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $43,656 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 26-4310632 | Advisory (Participants) | $30,181 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,696 | $75,419-62.0% | $392,568-92.7% | $67,579-57.5% |
| Participation rate | 89.4% | 74.8%+14.6pp | 78.1%+11.4pp | 71.3%+18.2pp |
| Annual return | 22.31% | 36.70%-14.4pp | 24.42%-2.1pp | 378.56%-356.2pp |
| Employer contribution / active EE | $937 | $2,636-64.5% | $3,783-75.2% | $2,148-56.4% |
| Participant deferral / active EE | $4,338 | $4,347-0.2% | $5,985-27.5% | $3,539+22.6% |
| Admin fee / account holder | $146 | $114+28.5% | $6,260-97.7% | $142+2.8% |