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 7-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 | $13,936 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,365 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $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 | $27,197 | $59,417-54.2% | $93,606-70.9% | $74,495-63.5% |
| Participation rate | 98.3% | 59.7%+38.7pp | 68.7%+29.6pp | 67.2%+31.1pp |
| Annual return | 15.92% | 81.83%-65.9pp | 133.20%-117.3pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $3,417 | $1,264+170.4% | $2,420+41.2% | $2,623+30.3% |
| Participant deferral / active EE | $8,153 | $3,050+167.3% | $4,411+84.8% | $4,346+87.6% |
| Admin fee / account holder | $81 | $3,021-97.3% | $8,285-99.0% | $1,942-95.8% |