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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,393 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 601 UNION STREET SUITE 2900 · SEATTLE, WA 98101 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,417 | $35,197+51.8% | $53,898-0.9% | $102,872-48.1% |
| Participation rate | 73.7% | 29.6%+44.2pp | 55.0%+18.8pp | 73.0%+0.7pp |
| Annual return | 15.73% | 17.55%-1.8pp | 528.60%-512.9pp | 19.06%-3.3pp |
| Employer contribution / active EE | $1,424 | $713+99.8% | $932+52.8% | $3,526-59.6% |
| Participant deferral / active EE | $3,198 | $1,333+140.0% | $1,826+75.1% | $5,535-42.2% |
| Admin fee / account holder | $27 | $834-96.7% | $2,491-98.9% | $292-90.7% |