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 | $2,260 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 49 2 THEATRE SQUARE STE 322 · ORINDA, CA 94563 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,746 | $64,119+63.4% | $112,228-6.7% | $66,914+56.5% |
| Participation rate | 93.8% | 68.5%+25.3pp | 75.1%+18.7pp | 69.8%+23.9pp |
| Annual return | -17.06% | -13.81%-3.3pp | 27.45%-44.5pp | 1.58%-18.6pp |
| Employer contribution / active EE | $4,377 | $3,005+45.6% | $3,635+20.4% | $2,544+72.0% |
| Participant deferral / active EE | $7,167 | $3,693+94.1% | $4,728+51.6% | $4,237+69.2% |
| Admin fee / account holder | $6 | $625-99.0% | $6,410-99.9% | $593-98.9% |