Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Service code 15 · EIN 20-8764829 | Recordkeeping | $49,445 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,708 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,912 | $61,789+116.7% | $97,167+37.8% | $80,874+65.6% |
| Participation rate | 72.6% | 63.5%+9.1pp | 72.7%-0.1pp | 67.6%+5.0pp |
| Annual return | 15.27% | -557.90%+573.2pp | 75.27%-60.0pp | 35.62%-20.4pp |
| Employer contribution / active EE | $2,760 | $1,837+50.3% | $2,729+1.1% | $2,756+0.2% |
| Participant deferral / active EE | $6,951 | $3,028+129.5% | $4,264+63.0% | $4,297+61.8% |
| Admin fee / account holder | $517 | $5,168-90.0% | $5,650-90.8% | $6,935-92.5% |