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 | $339,807 |
MORGAN STANLEY SMITH BARNEY4 years Service code 15 · EIN 20-8764829 | Recordkeeping | $149,627 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $106,933 | $122,186-12.5% | $146,958-27.2% | $199,593-46.4% |
| Participation rate | 78.4% | 78.3%+0.2pp | 82.2%-3.7pp | 72.0%+6.5pp |
| Annual return | 26.29% | 30.56%-4.3pp | 418.34%-392.0pp | 34.25%-8.0pp |
| Employer contribution / active EE | $8 | $4,093-99.8% | $4,933-99.8% | $3,034-99.7% |
| Participant deferral / active EE | $8,749 | $8,502+2.9% | $8,070+8.4% | $5,087+72.0% |
| Admin fee / account holder | $113 | $179-36.7% | $12,998-99.1% | $269-57.9% |