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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $72,503 |
MORGAN STANLEY SMITH BARNEY7 years Service code 15 · EIN 20-8764829 | Recordkeeping | $55,606 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | 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 | $34,443 | $92,090-62.6% | $106,201-67.6% | $77,671-55.7% |
| Participation rate | 88.7% | 81.0%+7.7pp | 75.3%+13.4pp | 70.6%+18.2pp |
| Annual return | 12.38% | 17.89%-5.5pp | 116.26%-103.9pp | 31.21%-18.8pp |
| Employer contribution / active EE | $2,080 | $3,368-38.2% | $3,170-34.4% | $2,726-23.7% |
| Participant deferral / active EE | $4,487 | $5,386-16.7% | $5,012-10.5% | $4,648-3.5% |
| Admin fee / account holder | $180 | $219-17.8% | $11,039-98.4% | $430-58.2% |