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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,655 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY6+ years Service code 49 601 UNION STREET · SEATTLE, WA 98101 | Other Services | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $65,424 | $37,426+74.8% | $77,482-15.6% | $79,858-18.1% |
| Participation rate | 86.5% | 41.5%+45.0pp | 54.2%+32.3pp | 69.6%+16.9pp |
| Annual return | 22.16% | 39.70%-17.5pp | 54.79%-32.6pp | 31.71%-9.6pp |
| Employer contribution / active EE | $4,650 | $637+630.4% | $986+371.4% | $2,471+88.2% |
| Participant deferral / active EE | $10,124 | $1,260+703.5% | $1,861+444.0% | $3,740+170.7% |
| Admin fee / account holder | $6 | $2,504-99.8% | $2,858-99.8% | $5,306-99.9% |