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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $715 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 701 TOWN CENTER DR SIUITE 902 · NEWPORT NEWS, VA 23606 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,749 | $37,393+30.4% | $77,024-36.7% | $66,914-27.1% |
| Participation rate | 41.4% | 52.9%-11.4pp | 67.9%-26.5pp | 69.8%-28.4pp |
| Annual return | -18.53% | -3.29%-15.2pp | 42.32%-60.8pp | 1.58%-20.1pp |
| Employer contribution / active EE | $390 | $1,531-74.5% | $2,812-86.1% | $2,544-84.7% |
| Participant deferral / active EE | $2,080 | $2,617-20.5% | $4,426-53.0% | $4,237-50.9% |
| Admin fee / account holder | $7 | $567-98.7% | $5,425-99.9% | $593-98.8% |