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 BARNEY3+ years Service code 15 · EIN 20-8764829 | Recordkeeping | $53,325 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,975 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,660 | $69,305+9.2% | $82,313-8.1% | $69,631+8.7% |
| Participation rate | 86.4% | 80.3%+6.2pp | 76.9%+9.6pp | 70.7%+15.8pp |
| Annual return | 19.52% | 21.47%-1.9pp | 25.88%-6.4pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $794 | $1,887-57.9% | $2,428-67.3% | $2,032-60.9% |
| Participant deferral / active EE | $4,078 | $3,568+14.3% | $3,706+10.0% | $3,224+26.5% |
| Admin fee / account holder | $166 | $97+70.6% | $5,608-97.0% | $110+50.1% |