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 BARNEY3 years Service code 15 · EIN 20-8764829 | Recordkeeping | $34,070 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,153 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,147 | $80,968-54.1% | $96,544-61.5% | $75,163-50.6% |
| Participation rate | 92.5% | 71.8%+20.7pp | 76.0%+16.5pp | 67.2%+25.3pp |
| Annual return | 18.26% | 27.06%-8.8pp | 25.84%-7.6pp | 160.62%-142.4pp |
| Employer contribution / active EE | $4,690 | $2,282+105.5% | $2,965+58.2% | $2,670+75.7% |
| Participant deferral / active EE | $10,459 | $3,928+166.3% | $4,851+115.6% | $4,125+153.5% |
| Admin fee / account holder | $237 | $6,724-96.5% | $8,252-97.1% | $5,651-95.8% |