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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $15,665 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 49 555 CALIFORNIA ST 35TH FLOOR · SAN FRANCISCO, CA 94104 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,092 | $80,354-76.2% | $133,980-85.8% | $63,975-70.2% |
| Participation rate | 23.4% | 87.5%-64.1pp | 87.1%-63.7pp | 71.1%-47.7pp |
| Annual return | 8.44% | 13.11%-4.7pp | 29.30%-20.9pp | 48.65%-40.2pp |
| Employer contribution / active EE | $0 | $3,503-100.0% | $5,211-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $1,314 | $5,239-74.9% | $6,282-79.1% | $3,356-60.8% |
| Admin fee / account holder | $16 | $69-77.2% | $9,324-99.8% | $70-77.6% |