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 9-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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,400 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY3 years Service code 49 3280 PEACHTREE ROAD NE · ATLANTA, GA 30305 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,319 | $40,522+2.0% | $84,611-51.2% | $67,579-38.9% |
| Participation rate | 24.9% | 51.1%-26.2pp | 68.2%-43.3pp | 71.3%-46.4pp |
| Annual return | 21.15% | 32.72%-11.6pp | 258.74%-237.6pp | 378.56%-357.4pp |
| Employer contribution / active EE | $0 | $1,146-100.0% | $2,652-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,248 | $2,132+5.5% | $3,899-42.3% | $3,539-36.5% |
| Admin fee / account holder | $11 | $145-92.4% | $4,912-99.8% | $142-92.3% |