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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,435 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY4 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 | $83,096 | $73,638+12.8% | $95,952-13.4% | $73,488+13.1% |
| Participation rate | 99.5% | 76.2%+23.3pp | 77.1%+22.4pp | 70.7%+28.8pp |
| Annual return | 18.88% | 16.78%+2.1pp | 91.61%-72.7pp | 28.51%-9.6pp |
| Employer contribution / active EE | $1,785 | $1,863-4.2% | $2,541-29.7% | $2,270-21.4% |
| Participant deferral / active EE | $2,095 | $3,617-42.1% | $4,167-49.7% | $3,740-44.0% |
| Admin fee / account holder | $17 | $482-96.5% | $6,795-99.8% | $513-96.7% |