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 BARNEY7+ years Service code 15 · EIN 20-8764829 | Recordkeeping | $105,447 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,215 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,045 | $185,342-38.5% | $111,297+2.5% | $86,799+31.4% |
| Participation rate | 89.3% | 81.0%+8.3pp | 77.3%+12.0pp | 72.3%+17.0pp |
| Annual return | 9.09% | 500.80%-491.7pp | 54.65%-45.6pp | 97.91%-88.8pp |
| Employer contribution / active EE | $1,058 | $2,246-52.9% | $2,731-61.3% | $2,405-56.0% |
| Participant deferral / active EE | $5,652 | $4,458+26.8% | $4,487+25.9% | $4,131+36.8% |
| Admin fee / account holder | $288 | $255+12.8% | $7,964-96.4% | $170+70.0% |