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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,620 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY3 years Service code 49 2 THEATRE SQUARE STE 322 · ORINDA, CA 94563 | Other Services | $0 |
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 | $121,330 | $63,114+92.2% | $92,893+30.6% | $65,185+86.1% |
| Participation rate | 92.2% | 68.8%+23.5pp | 76.0%+16.2pp | 70.2%+22.0pp |
| Annual return | 22.54% | 28.75%-6.2pp | 109.41%-86.9pp | 29.38%-6.8pp |
| Employer contribution / active EE | $2,936 | $2,571+14.2% | $3,653-19.6% | $2,177+34.9% |
| Participant deferral / active EE | $5,761 | $3,108+85.4% | $4,236+36.0% | $3,514+64.0% |
| Admin fee / account holder | $9 | $624-98.6% | $5,794-99.8% | $847-98.9% |