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 6-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 | $1,325 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MORGAN STANLEY Service code 49 20807 BISCAYNE BOULEVARD · AVENTURA, FL 33180 | 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 | $46,671 | $93,024-49.8% | $77,024-39.4% | $134,475-65.3% |
| Participation rate | 94.4% | 74.5%+20.0pp | 67.9%+26.5pp | 81.2%+13.2pp |
| Annual return | -16.42% | 62.60%-79.0pp | 42.32%-58.7pp | 417.96%-434.4pp |
| Employer contribution / active EE | $5,863 | $3,418+71.5% | $2,812+108.5% | $4,740+23.7% |
| Participant deferral / active EE | $10,436 | $5,238+99.2% | $4,426+135.8% | $6,400+63.1% |
| Admin fee / account holder | $25 | $6,944-99.6% | $5,425-99.5% | $11,426-99.8% |