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 |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $775 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 49 200 E STATE STREET STE 304 · MEDIA, PA 19063 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,750 | $76,552-21.9% | $123,892-51.8% | $62,891-5.0% |
| Participation rate | 91.8% | 73.0%+18.8pp | 81.4%+10.4pp | 69.3%+22.5pp |
| Annual return | 6.70% | 18.68%-12.0pp | 47.52%-40.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,788 | $4,840+19.6% | $5,984-3.3% | $3,203+80.7% |
| Admin fee / account holder | $8 | $4,826-99.8% | $8,357-99.9% | $4,296-99.8% |