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 BARNEY10+ years Service code 15 · EIN 20-8764829 | Recordkeeping | $54,511 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $42,509 |
ADP BROKER-DEALER10+ 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 | $120,129 | $88,890+35.1% | $102,423+17.3% | $77,643+54.7% |
| Participation rate | 90.9% | 80.9%+10.0pp | 76.5%+14.4pp | 70.6%+20.3pp |
| Annual return | 17.76% | 24.98%-7.2pp | 29.32%-11.6pp | 31.24%-13.5pp |
| Employer contribution / active EE | $1,244 | $2,698-53.9% | $3,023-58.8% | $2,726-54.3% |
| Participant deferral / active EE | $6,513 | $5,145+26.6% | $5,053+28.9% | $4,647+40.1% |
| Admin fee / account holder | $259 | $235+10.2% | $9,451-97.3% | $430-39.7% |