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 BARNEY8+ years Service code 15 · EIN 20-8764829 | Recordkeeping | $93,043 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,714 |
ADP BROKER-DEALER8+ 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 | $90,758 | $72,254+25.6% | $86,677+4.7% | $64,808+40.0% |
| Participation rate | 89.6% | 80.4%+9.2pp | 76.6%+13.0pp | 71.5%+18.1pp |
| Annual return | -21.90% | 392.42%-414.3pp | 35.91%-57.8pp | 32.82%-54.7pp |
| Employer contribution / active EE | $1,183 | $2,393-50.6% | $2,836-58.3% | $2,506-52.8% |
| Participant deferral / active EE | $6,229 | $4,658+33.7% | $4,656+33.8% | $4,310+44.5% |
| Admin fee / account holder | $262 | $174+50.8% | $7,493-96.5% | $188+39.6% |