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 BARNEY10+ years Service code 15 · EIN 20-8764829 | Recordkeeping | $33,956 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,957 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,863 | $88,083-61.6% | $164,813-79.5% | $74,495-54.5% |
| Participation rate | 88.8% | 73.0%+15.7pp | 78.6%+10.2pp | 67.2%+21.6pp |
| Annual return | 12.05% | 17.26%-5.2pp | 69.93%-57.9pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $2,229 | $2,593-14.0% | $4,341-48.6% | $2,623-15.0% |
| Participant deferral / active EE | $4,404 | $4,498-2.1% | $6,031-27.0% | $4,346+1.3% |
| Admin fee / account holder | $135 | $2,234-94.0% | $12,690-98.9% | $1,942-93.1% |