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-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,847 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 49 201 SOUTH BISCAYNE BLVD STE 2000 · MIAMI, FL 33131 | 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 | $40,360 | $47,078-14.3% | $100,671-59.9% | $55,191-26.9% |
| Participation rate | 44.6% | 58.0%-13.4pp | 70.7%-26.1pp | 69.2%-24.6pp |
| Annual return | 0.37% | 0.65%-0.3pp | 20.43%-20.1pp | 10.78%-10.4pp |
| Employer contribution / active EE | $0 | $1,065-100.0% | $4,012-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,073 | $2,038-47.4% | $3,144-65.9% | $3,046-64.8% |
| Admin fee / account holder | $32 | $153-78.9% | $4,850-99.3% | $91-64.4% |