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 |
|---|---|---|
BKD, LLP2 years Service code 15 · EIN 44-0160260 | Recordkeeping | $17,500 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,300 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 650 S EXETER ST STE 1100 · BALTIMORE, MD 21202 | Other Services | $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 | $59,664 | $50,127+19.0% | $149,673-60.1% | $80,160-25.6% |
| Participation rate | 22.7% | 64.3%-41.6pp | 78.8%-56.1pp | 72.9%-50.3pp |
| Annual return | 16.09% | 29.82%-13.7pp | 134.42%-118.3pp | 40.38%-24.3pp |
| Employer contribution / active EE | $261 | $1,865-86.0% | $4,818-94.6% | $2,978-91.2% |
| Participant deferral / active EE | $1,345 | $3,194-57.9% | $5,680-76.3% | $5,017-73.2% |
| Admin fee / account holder | $39 | $153-74.5% | $13,210-99.7% | $145-73.2% |