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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,215 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 49 601 UNION STREET · SEATTLE, WA 98101 | 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 | $44,787 | $28,109+59.3% | $71,086-37.0% | $56,287-20.4% |
| Participation rate | 76.6% | 40.4%+36.2pp | 54.7%+22.0pp | 69.9%+6.8pp |
| Annual return | -6.10% | -615.05%+609.0pp | 650.59%-656.7pp | -9.96%+3.9pp |
| Employer contribution / active EE | $1,507 | $558+170.3% | $1,088+38.6% | $2,111-28.6% |
| Participant deferral / active EE | $2,958 | $1,116+165.1% | $1,874+57.8% | $3,350-11.7% |
| Admin fee / account holder | $9 | $585-98.5% | $3,082-99.7% | $521-98.3% |