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 | $6,727 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 49 2 JERICHO PLAZA · JERICHO, NY 11753 | 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 | $57,332 | $88,083-34.9% | $164,813-65.2% | $74,495-23.0% |
| Participation rate | 69.6% | 73.0%-3.4pp | 78.6%-9.0pp | 67.2%+2.4pp |
| Annual return | 21.06% | 17.26%+3.8pp | 69.93%-48.9pp | 1364.94%-1343.9pp |
| Employer contribution / active EE | $2,291 | $2,593-11.7% | $4,341-47.2% | $2,623-12.7% |
| Participant deferral / active EE | $4,457 | $4,498-0.9% | $6,031-26.1% | $4,346+2.6% |
| Admin fee / account holder | $35 | $2,234-98.4% | $12,690-99.7% | $1,942-98.2% |