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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Service code 15 · EIN 20-8764829 | Recordkeeping | $54,884 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,848 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $93,847 | $76,050+23.4% | $96,544-2.8% | $71,457+31.3% |
| Participation rate | 96.2% | 74.4%+21.7pp | 76.0%+20.2pp | 67.9%+28.2pp |
| Annual return | 17.60% | 22.81%-5.2pp | 25.84%-8.2pp | 28.85%-11.2pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,191 | $4,215-0.6% | $4,851-13.6% | $4,289-2.3% |
| Admin fee / account holder | $224 | $2,707-91.7% | $8,252-97.3% | $1,587-85.9% |