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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,425 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 49 595 SOUTH FEDERAL HIGHWAY · BOCA RATON, FL 33432 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,832 | $73,360-25.3% | $177,989-69.2% | $74,495-26.4% |
| Participation rate | 53.6% | 66.6%-13.0pp | 77.1%-23.5pp | 67.2%-13.6pp |
| Annual return | 13.02% | 17.49%-4.5pp | 294.48%-281.5pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $501 | $2,216-77.4% | $3,949-87.3% | $2,623-80.9% |
| Participant deferral / active EE | $3,527 | $4,513-21.8% | $6,276-43.8% | $4,346-18.8% |
| Admin fee / account holder | $21 | $1,808-98.8% | $10,363-99.8% | $1,942-98.9% |