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 | $76,046 |
MORGAN STANLEY SMITH BARNEY5 years Service code 15 · EIN 20-8764829 | Recordkeeping | $45,679 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,181 | $110,282-60.8% | $102,438-57.8% | $199,768-78.4% |
| Participation rate | 89.4% | 86.3%+3.1pp | 76.5%+12.9pp | 72.0%+17.3pp |
| Annual return | 17.36% | 35.75%-18.4pp | 29.37%-12.0pp | 34.26%-16.9pp |
| Employer contribution / active EE | $1,432 | $3,603-60.2% | $3,024-52.6% | $3,037-52.8% |
| Participant deferral / active EE | $4,314 | $6,376-32.3% | $5,054-14.6% | $5,090-15.2% |
| Admin fee / account holder | $78 | $122-36.0% | $9,448-99.2% | $269-70.9% |