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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,763 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY5+ years Service code 49 595 S FEDERAL HIGHWAY · BOCA RATON, FL 33432 | 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 | $63,920 | $81,474-21.5% | $133,956-52.3% | $73,488-13.0% |
| Participation rate | 77.3% | 76.4%+1.0pp | 79.8%-2.5pp | 70.7%+6.6pp |
| Annual return | 15.77% | 19.40%-3.6pp | 45.09%-29.3pp | 28.51%-12.7pp |
| Employer contribution / active EE | $2,410 | $2,209+9.1% | $3,919-38.5% | $2,270+6.2% |
| Participant deferral / active EE | $4,001 | $3,786+5.7% | $5,048-20.7% | $3,740+7.0% |
| Admin fee / account holder | $24 | $713-96.7% | $8,927-99.7% | $513-95.4% |