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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $965 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3 years Service code 49 222 CENTRAL PARK AVE · VIRGINIA BEACH, VA 23462 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $72,661 | $43,133+68.5% | $89,391-18.7% | $73,488-1.1% |
| Participation rate | 33.9% | 55.0%-21.0pp | 68.0%-34.0pp | 70.7%-36.8pp |
| Annual return | 12.48% | 135.66%-123.2pp | 245.62%-233.1pp | 28.51%-16.0pp |
| Employer contribution / active EE | $295 | $1,438-79.5% | $2,586-88.6% | $2,270-87.0% |
| Participant deferral / active EE | $1,812 | $2,445-25.9% | $3,890-53.4% | $3,740-51.5% |
| Admin fee / account holder | $13 | $444-97.1% | $4,881-99.7% | $513-97.5% |