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 BARNEY9+ years Service code 15 · EIN 20-8764829 | Recordkeeping | $41,809 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,457 |
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 | $33,670 | $82,978-59.4% | $129,995-74.1% | $71,457-52.9% |
| Participation rate | 87.8% | 74.1%+13.7pp | 78.5%+9.3pp | 67.9%+19.9pp |
| Annual return | 14.83% | 20.60%-5.8pp | -137.18%+152.0pp | 28.85%-14.0pp |
| Employer contribution / active EE | $1,940 | $2,622-26.0% | $4,320-55.1% | $2,588-25.0% |
| Participant deferral / active EE | $3,856 | $4,432-13.0% | $5,820-33.7% | $4,289-10.1% |
| Admin fee / account holder | $158 | $1,729-90.8% | $10,614-98.5% | $1,587-90.0% |