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 | $205,039 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $47,541 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $42,054 | $104,697-59.8% | $96,544-56.4% | $80,160-47.5% |
| Participation rate | 94.8% | 86.4%+8.4pp | 76.0%+18.8pp | 72.9%+21.8pp |
| Annual return | 16.92% | 21.78%-4.9pp | 25.84%-8.9pp | 40.38%-23.5pp |
| Employer contribution / active EE | $2,142 | $3,536-39.4% | $2,965-27.7% | $2,978-28.1% |
| Participant deferral / active EE | $3,478 | $6,188-43.8% | $4,851-28.3% | $5,017-30.7% |
| Admin fee / account holder | $129 | $107+21.3% | $8,252-98.4% | $145-10.6% |