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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,675 |
ADP BROKER-DEALER8 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 49 1747 PENNSYLVANIA AVE NW · WASHINGTON, DC 20006 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,262 | $82,917-16.5% | $103,333-33.0% | $77,643-10.8% |
| Participation rate | 49.8% | 71.6%-21.8pp | 74.5%-24.7pp | 70.6%-20.8pp |
| Annual return | 11.71% | 19.13%-7.4pp | 24.88%-13.2pp | 31.24%-19.5pp |
| Employer contribution / active EE | $1,783 | $3,552-49.8% | $3,868-53.9% | $2,726-34.6% |
| Participant deferral / active EE | $3,326 | $4,108-19.0% | $5,057-34.2% | $4,647-28.4% |
| Admin fee / account holder | $31 | $638-95.2% | $8,355-99.6% | $430-92.9% |