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 BARNEY2 years Service code 15 · EIN 20-8764829 | Recordkeeping | $29,516 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,635 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,002 | $47,722+27.8% | $82,719-26.3% | $64,808-5.9% |
| Participation rate | 42.9% | 67.6%-24.8pp | 72.6%-29.7pp | 71.5%-28.6pp |
| Annual return | -24.48% | -13.05%-11.4pp | 701.18%-725.7pp | 32.82%-57.3pp |
| Employer contribution / active EE | $994 | $2,179-54.4% | $3,009-67.0% | $2,506-60.3% |
| Participant deferral / active EE | $1,510 | $3,329-54.6% | $4,395-65.6% | $4,310-65.0% |
| Admin fee / account holder | $283 | $143+98.3% | $5,329-94.7% | $188+50.9% |