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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $312,266 |
MORGAN STANLEY SMITH BARNEY3 years Service code 15 · EIN 20-8764829 | Recordkeeping | $117,943 |
ADP BROKER-DEALER9+ 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 | $95,773 | $107,459-10.9% | $135,903-29.5% | $80,160+19.5% |
| Participation rate | 81.7% | 78.0%+3.7pp | 81.9%-0.2pp | 72.9%+8.8pp |
| Annual return | 21.38% | 91.91%-70.5pp | 68.23%-46.9pp | 40.38%-19.0pp |
| Employer contribution / active EE | $534 | $3,877-86.2% | $4,856-89.0% | $2,978-82.1% |
| Participant deferral / active EE | $8,269 | $8,195+0.9% | $7,758+6.6% | $5,017+64.8% |
| Admin fee / account holder | $108 | $127-14.7% | $10,762-99.0% | $145-25.3% |