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-DEALER6+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,048 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY6+ years Service code 49 11 N WATER STREET SUITE 16290 · MOBILE, AL 36602 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,537 | $55,636-64.9% | $81,983-76.2% | $73,488-73.4% |
| Participation rate | 40.3% | 62.3%-22.0pp | 69.2%-29.0pp | 70.7%-30.4pp |
| Annual return | 9.67% | 19.07%-9.4pp | 41.31%-31.6pp | 28.51%-18.8pp |
| Employer contribution / active EE | $755 | $1,625-53.5% | $2,498-69.8% | $2,270-66.7% |
| Participant deferral / active EE | $1,329 | $2,762-51.9% | $3,722-64.3% | $3,740-64.5% |
| Admin fee / account holder | $47 | $493-90.6% | $5,664-99.2% | $513-90.9% |