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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,325 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY2 years Service code 49 5250 N PALM AVE 321 · FRESNO, CA 93704 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,507 | $59,186+10.7% | $76,768-14.7% | $56,287+16.4% |
| Participation rate | 99.4% | 75.2%+24.2pp | 77.0%+22.5pp | 69.9%+29.6pp |
| Annual return | -3.77% | 6.62%-10.4pp | 2.43%-6.2pp | -9.96%+6.2pp |
| Employer contribution / active EE | $2,291 | $1,759+30.3% | $2,485-7.8% | $2,111+8.5% |
| Participant deferral / active EE | $1,855 | $3,255-43.0% | $3,852-51.8% | $3,350-44.6% |
| Admin fee / account holder | $30 | $489-94.0% | $6,675-99.6% | $521-94.3% |