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 | $3,767 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY4 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 | $145,403 | $80,724+80.1% | $103,333+40.7% | $74,495+95.2% |
| Participation rate | 90.1% | 65.7%+24.4pp | 74.5%+15.6pp | 67.2%+22.9pp |
| Annual return | 16.16% | 27.56%-11.4pp | 24.88%-8.7pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $3,911 | $3,157+23.9% | $3,868+1.1% | $2,623+49.1% |
| Participant deferral / active EE | $7,044 | $3,860+82.5% | $5,057+39.3% | $4,346+62.1% |
| Admin fee / account holder | $13 | $2,368-99.5% | $8,355-99.8% | $1,942-99.3% |