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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,686 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 49 5250 N PALM AVE STE 321 · FRESNO, CA 93704 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,982 | $65,435+5.4% | $86,677-20.4% | $66,914+3.1% |
| Participation rate | 98.0% | 75.5%+22.5pp | 76.6%+21.4pp | 69.8%+28.2pp |
| Annual return | -17.82% | -10.89%-6.9pp | 35.91%-53.7pp | 1.58%-19.4pp |
| Employer contribution / active EE | $1,732 | $2,153-19.6% | $2,836-38.9% | $2,544-31.9% |
| Participant deferral / active EE | $2,460 | $4,100-40.0% | $4,656-47.2% | $4,237-41.9% |
| Admin fee / account holder | $32 | $642-95.0% | $7,493-99.6% | $593-94.6% |