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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $32,118 |
Filed as: MORGAN STANLEY Service code 15 · EIN 36-3145972 | Recordkeeping | $27,229 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $28,785 | $35,485-18.9% | $74,550-61.4% | $55,725-48.3% |
| Participation rate | 85.5% | 62.5%+23.0pp | 69.1%+16.4pp | 70.9%+14.6pp |
| Annual return | 13.98% | 0.72%+13.3pp | 32.53%-18.5pp | 244.93%-230.9pp |
| Employer contribution / active EE | $1,074 | $777+38.2% | $1,961-45.2% | $2,078-48.3% |
| Participant deferral / active EE | $3,399 | $2,181+55.8% | $3,108+9.4% | $3,356+1.3% |
| Admin fee / account holder | $151 | $114+32.1% | $5,060-97.0% | $115+31.1% |