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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,160 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY4 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 | $124,710 | $69,362+79.8% | $101,248+23.2% | $73,488+69.7% |
| Participation rate | 93.0% | 68.4%+24.6pp | 75.8%+17.2pp | 70.7%+22.3pp |
| Annual return | 15.89% | 18.46%-2.6pp | 46.47%-30.6pp | 28.51%-12.6pp |
| Employer contribution / active EE | $3,181 | $2,628+21.0% | $3,660-13.1% | $2,270+40.1% |
| Participant deferral / active EE | $6,041 | $3,300+83.1% | $4,370+38.2% | $3,740+61.5% |
| Admin fee / account holder | $4 | $704-99.5% | $5,945-99.9% | $513-99.3% |