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 | $122,146 |
MORGAN STANLEY SMITH BARNEY9 years Service code 15 · EIN 20-8764829 | Recordkeeping | $97,379 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $62,901 | $122,186-48.5% | $146,958-57.2% | $199,593-68.5% |
| Participation rate | 32.6% | 78.3%-45.7pp | 82.2%-49.5pp | 72.0%-39.3pp |
| Annual return | 16.69% | 30.56%-13.9pp | 418.34%-401.6pp | 34.25%-17.6pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,933-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $4,715 | $8,502-44.5% | $8,070-41.6% | $5,087-7.3% |
| Admin fee / account holder | $186 | $179+3.9% | $12,998-98.6% | $269-30.9% |