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 Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2 years Service code 49 6410 POPLAR AVE · MEMPHIS, TN 38115 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,945 | $65,376+39.1% | $87,100+4.4% | $65,185+39.5% |
| Participation rate | 87.8% | 75.3%+12.5pp | 76.9%+11.0pp | 70.2%+17.6pp |
| Annual return | 22.08% | 31.27%-9.2pp | 28.19%-6.1pp | 29.38%-7.3pp |
| Employer contribution / active EE | $857 | $1,822-53.0% | $2,521-66.0% | $2,177-60.6% |
| Participant deferral / active EE | $2,280 | $3,388-32.7% | $4,049-43.7% | $3,514-35.1% |
| Admin fee / account holder | $0 | $520-100.0% | $7,497-100.0% | $847-100.0% |