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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Service code 15 · EIN 20-8764829 | Recordkeeping | $31,099 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,990 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,485 | $71,883-56.2% | $86,677-63.7% | $68,494-54.0% |
| Participation rate | 93.5% | 72.2%+21.3pp | 76.6%+16.9pp | 67.9%+25.6pp |
| Annual return | -19.34% | 3.52%-22.9pp | 35.91%-55.2pp | -7.84%-11.5pp |
| Employer contribution / active EE | $3,659 | $2,173+68.4% | $2,836+29.0% | $2,596+40.9% |
| Participant deferral / active EE | $7,976 | $3,779+111.1% | $4,656+71.3% | $4,027+98.0% |
| Admin fee / account holder | $230 | $6,112-96.2% | $7,493-96.9% | $5,403-95.7% |