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 5-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 | $118,692 |
MORGAN STANLEY SMITH BARNEY5+ years Service code 15 · EIN 20-8764829 | Recordkeeping | $64,809 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,640 | $55,416-30.3% | $75,972-49.1% | $77,643-50.2% |
| Participation rate | 94.9% | 63.6%+31.3pp | 69.1%+25.9pp | 70.6%+24.3pp |
| Annual return | 13.41% | 17.07%-3.7pp | 359.55%-346.1pp | 31.24%-17.8pp |
| Employer contribution / active EE | $2,197 | $1,788+22.9% | $2,685-18.2% | $2,726-19.4% |
| Participant deferral / active EE | $4,625 | $3,447+34.2% | $4,255+8.7% | $4,647-0.5% |
| Admin fee / account holder | $118 | $414-71.6% | $6,467-98.2% | $430-72.7% |