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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,480 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 49 755 E MULBERRY AVE · SAN ANTONIO, TX 78212 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,086 | $57,354-78.9% | $83,848-85.6% | $64,186-81.2% |
| Participation rate | 88.6% | 68.6%+20.0pp | 76.1%+12.5pp | 69.6%+19.0pp |
| Annual return | -7.21% | 11.38%-18.6pp | 850.88%-858.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $215 | $2,545-91.6% | $3,631-94.1% | $2,381-91.0% |
| Participant deferral / active EE | $3,042 | $2,993+1.6% | $4,082-25.5% | $3,470-12.3% |
| Admin fee / account holder | $10 | $4,046-99.8% | $5,478-99.8% | $4,888-99.8% |