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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 15 · EIN 20-8764829 | Recordkeeping | $47,787 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,202 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $69,756 | $72,770-4.1% | $67,652+3.1% | $55,191+26.4% |
| Participation rate | 84.2% | 78.8%+5.4pp | 75.7%+8.5pp | 69.2%+15.0pp |
| Annual return | 1.24% | -3.26%+4.5pp | 6625.04%-6623.8pp | 10.78%-9.5pp |
| Employer contribution / active EE | $800 | $1,769-54.8% | $2,266-64.7% | $1,899-57.9% |
| Participant deferral / active EE | $4,244 | $3,408+24.5% | $3,560+19.2% | $3,046+39.3% |
| Admin fee / account holder | $142 | $79+80.3% | $4,821-97.1% | $91+56.5% |