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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $160,695 |
MORGAN STANLEY SMITH BARNEY10+ years Service code 15 · EIN 20-8764829 | Recordkeeping | $101,166 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,703 | $122,259-86.3% | $147,005-88.6% | $199,768-91.6% |
| Participation rate | 70.8% | 78.3%-7.4pp | 82.2%-11.3pp | 72.0%-1.2pp |
| Annual return | 19.83% | 30.58%-10.7pp | 418.76%-398.9pp | 34.26%-14.4pp |
| Employer contribution / active EE | $0 | $4,097-100.0% | $4,934-100.0% | $3,037-100.0% |
| Participant deferral / active EE | $4,229 | $8,504-50.3% | $8,070-47.6% | $5,090-16.9% |
| Admin fee / account holder | $134 | $179-25.1% | $13,006-99.0% | $269-50.2% |