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 BARNEY3 years Service code 15 · EIN 20-8764829 | Recordkeeping | $28,417 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,227 |
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 | $63,688 | $52,208+22.0% | $86,612-26.5% | $74,419-14.4% |
| Participation rate | 49.4% | 66.3%-16.9pp | 71.7%-22.3pp | 70.7%-21.3pp |
| Annual return | 25.55% | 44.46%-18.9pp | 591.07%-565.5pp | 34.38%-8.8pp |
| Employer contribution / active EE | $1,040 | $2,282-54.4% | $3,022-65.6% | $2,637-60.6% |
| Participant deferral / active EE | $1,600 | $3,383-52.7% | $4,438-64.0% | $4,528-64.7% |
| Admin fee / account holder | $242 | $319-24.2% | $5,614-95.7% | $348-30.5% |