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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,021 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 601 UNION STREET SUITE 2900 · SEATTLE, WA 98101 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,141 | $30,086+33.4% | $61,373-34.6% | $64,808-38.1% |
| Participation rate | 50.8% | 36.4%+14.5pp | 52.6%-1.7pp | 71.5%-20.6pp |
| Annual return | -18.86% | -13.99%-4.9pp | 338.61%-357.5pp | 32.82%-51.7pp |
| Employer contribution / active EE | $1,236 | $536+130.5% | $1,159+6.6% | $2,506-50.7% |
| Participant deferral / active EE | $2,633 | $1,126+133.9% | $2,125+23.9% | $4,310-38.9% |
| Admin fee / account holder | $10 | $148-93.6% | $2,130-99.6% | $188-94.9% |