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, LLP3 years Service code 15 · EIN 44-0160260 | Recordkeeping | $18,500 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,248 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY10+ 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 | $62,251 | $53,136+17.2% | $155,509-60.0% | $199,593-68.8% |
| Participation rate | 20.7% | 64.1%-43.4pp | 78.2%-57.5pp | 72.0%-51.3pp |
| Annual return | 14.28% | 41.15%-26.9pp | 64.67%-50.4pp | 34.25%-20.0pp |
| Employer contribution / active EE | $232 | $1,851-87.4% | $4,672-95.0% | $3,034-92.3% |
| Participant deferral / active EE | $1,227 | $3,161-61.2% | $5,626-78.2% | $5,087-75.9% |
| Admin fee / account holder | $44 | $185-76.2% | $15,912-99.7% | $269-83.6% |