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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $313,251 |
MORGAN STANLEY SMITH BARNEY2 years Service code 15 · EIN 20-8764829 | Recordkeeping | $116,456 |
ADP BROKER-DEALER8+ 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 | $80,962 | $95,388-15.1% | $125,339-35.4% | $77,904+3.9% |
| Participation rate | 85.2% | 78.6%+6.6pp | 82.4%+2.8pp | 73.7%+11.5pp |
| Annual return | -15.75% | 116.19%-131.9pp | 572.05%-587.8pp | 12.21%-28.0pp |
| Employer contribution / active EE | $274 | $3,666-92.5% | $4,814-94.3% | $2,848-90.4% |
| Participant deferral / active EE | $8,096 | $7,711+5.0% | $7,446+8.7% | $4,806+68.5% |
| Admin fee / account holder | $116 | $119-2.8% | $10,010-98.8% | $133-12.8% |