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 BARNEY9+ years Service code 15 · EIN 20-8764829 | Recordkeeping | $49,819 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $41,644 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $105,975 | $99,078+7.0% | $96,544+9.8% | $74,419+42.4% |
| Participation rate | 90.0% | 80.7%+9.4pp | 76.0%+14.1pp | 70.7%+19.3pp |
| Annual return | 20.58% | 22.48%-1.9pp | 25.84%-5.3pp | 34.38%-13.8pp |
| Employer contribution / active EE | $1,202 | $2,570-53.2% | $2,965-59.5% | $2,637-54.4% |
| Participant deferral / active EE | $6,207 | $4,933+25.8% | $4,851+27.9% | $4,528+37.1% |
| Admin fee / account holder | $247 | $225+9.7% | $8,252-97.0% | $348-29.1% |