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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,081 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2 years Service code 49 100 EUROPA DRIVE · CHAPEL HILL, NC 27517 | 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 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 | $74,008 | $95,542-22.5% | $69,455+6.6% | $67,579+9.5% |
| Participation rate | 45.2% | 79.4%-34.2pp | 74.6%-29.5pp | 71.3%-26.1pp |
| Annual return | 23.57% | 17.67%+5.9pp | 28.97%-5.4pp | 378.56%-355.0pp |
| Employer contribution / active EE | $0 | $2,989-100.0% | $2,779-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,743 | $3,263-15.9% | $3,535-22.4% | $3,539-22.5% |
| Admin fee / account holder | $6 | $90-92.8% | $3,839-99.8% | $142-95.5% |