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 BARNEY7+ years Service code 15 · EIN 20-8764829 | Recordkeeping | $38,149 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,222 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $8,288 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,980 | $93,182-60.3% | $146,665-74.8% | $79,386-53.4% |
| Participation rate | 89.7% | 76.4%+13.3pp | 80.1%+9.7pp | 70.7%+19.0pp |
| Annual return | 15.32% | 21.61%-6.3pp | 22.74%-7.4pp | 116.85%-101.5pp |
| Employer contribution / active EE | $1,906 | $2,420-21.2% | $4,136-53.9% | $2,427-21.5% |
| Participant deferral / active EE | $3,782 | $4,169-9.3% | $5,506-31.3% | $4,046-6.5% |
| Admin fee / account holder | $188 | $585-67.9% | $10,280-98.2% | $626-70.1% |