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 | $4,899 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY3 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 | $125,305 | $76,670+63.4% | $96,683+29.6% | $71,457+75.4% |
| Participation rate | 92.8% | 66.6%+26.2pp | 74.3%+18.5pp | 67.9%+24.9pp |
| Annual return | 17.39% | 48.29%-30.9pp | 35.69%-18.3pp | 28.85%-11.5pp |
| Employer contribution / active EE | $4,709 | $3,031+55.3% | $3,737+26.0% | $2,588+82.0% |
| Participant deferral / active EE | $7,894 | $3,771+109.3% | $4,878+61.8% | $4,289+84.1% |
| Admin fee / account holder | $17 | $2,028-99.2% | $6,730-99.8% | $1,587-99.0% |