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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,612 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3 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 | $46,906 | $31,741+47.8% | $56,411-16.8% | $199,593-76.5% |
| Participation rate | 67.6% | 32.3%+35.2pp | 52.5%+15.1pp | 72.0%-4.4pp |
| Annual return | 13.95% | 14.72%-0.8pp | 1701.33%-1687.4pp | 34.25%-20.3pp |
| Employer contribution / active EE | $1,531 | $508+201.6% | $1,039+47.4% | $3,034-49.5% |
| Participant deferral / active EE | $3,364 | $1,184+184.1% | $1,952+72.3% | $5,087-33.9% |
| Admin fee / account holder | $21 | $426-95.0% | $2,829-99.2% | $269-92.0% |