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 BARNEY4 years Service code 15 · EIN 20-8764829 | Recordkeeping | $228,247 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $49,514 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,552 | $110,299-58.7% | $102,423-55.5% | $199,593-77.2% |
| Participation rate | 95.1% | 86.3%+8.8pp | 76.5%+18.6pp | 72.0%+23.1pp |
| Annual return | 13.00% | 35.73%-22.7pp | 29.32%-16.3pp | 34.25%-21.2pp |
| Employer contribution / active EE | $920 | $3,603-74.5% | $3,023-69.6% | $3,034-69.7% |
| Participant deferral / active EE | $3,665 | $6,376-42.5% | $5,053-27.5% | $5,087-28.0% |
| Admin fee / account holder | $152 | $122+24.3% | $9,451-98.4% | $269-43.4% |