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 | $27,286 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,150 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $122,131 | $86,929+40.5% | $102,423+19.2% | $80,856+51.0% |
| Participation rate | 98.8% | 72.4%+26.4pp | 76.5%+22.3pp | 67.6%+31.2pp |
| Annual return | 14.11% | 18.88%-4.8pp | 29.32%-15.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $869 | $2,369-63.3% | $3,023-71.3% | $2,755-68.5% |
| Participant deferral / active EE | $3,904 | $4,118-5.2% | $5,053-22.7% | $4,296-9.1% |
| Admin fee / account holder | $278 | $8,049-96.5% | $9,451-97.1% | $6,918-96.0% |