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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,609 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2 years 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 | $47,569 | $26,114+82.2% | $58,482-18.7% | $74,419-36.1% |
| Participation rate | 64.2% | 32.1%+32.1pp | 50.9%+13.4pp | 70.7%-6.5pp |
| Annual return | 18.28% | 32.51%-14.2pp | 4239.32%-4221.0pp | 34.38%-16.1pp |
| Employer contribution / active EE | $1,583 | $536+195.5% | $1,053+50.3% | $2,637-40.0% |
| Participant deferral / active EE | $3,510 | $1,075+226.6% | $1,924+82.4% | $4,528-22.5% |
| Admin fee / account holder | $19 | $649-97.1% | $2,516-99.2% | $348-94.5% |