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 BARNEY5 years Service code 15 · EIN 20-8764829 | Recordkeeping | $25,896 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,550 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,861 | $95,803-18.7% | $113,168-31.2% | $84,808-8.2% |
| Participation rate | 95.7% | 72.9%+22.8pp | 76.6%+19.1pp | 68.3%+27.4pp |
| Annual return | 16.48% | 25.00%-8.5pp | 24.27%-7.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,393 | $2,360+43.8% | $2,975+14.0% | $2,631+29.0% |
| Participant deferral / active EE | $7,896 | $4,242+86.1% | $5,107+54.6% | $4,212+87.5% |
| Admin fee / account holder | $312 | $8,989-96.5% | $12,068-97.4% | $7,344-95.8% |