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 8-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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,310 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 49 6004 LA MADRONA DRIVE · SANTA CRUZ, CA 95060 | Other Services | $0 |
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 | $12,377 | $61,272-79.8% | $149,673-91.7% | $71,457-82.7% |
| Participation rate | 90.2% | 62.5%+27.7pp | 78.8%+11.4pp | 67.9%+22.3pp |
| Annual return | 20.42% | 35.85%-15.4pp | 134.42%-114.0pp | 28.85%-8.4pp |
| Employer contribution / active EE | $1,820 | $2,378-23.5% | $4,818-62.2% | $2,588-29.7% |
| Participant deferral / active EE | $2,632 | $2,917-9.8% | $5,680-53.7% | $4,289-38.6% |
| Admin fee / account holder | $15 | $1,261-98.8% | $13,210-99.9% | $1,587-99.1% |