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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,275 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY2 years 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 | $72,241 | $76,050-5.0% | $96,544-25.2% | $71,457+1.1% |
| Participation rate | 99.5% | 74.4%+25.1pp | 76.0%+23.5pp | 67.9%+31.6pp |
| Annual return | 20.63% | 22.81%-2.2pp | 25.84%-5.2pp | 28.85%-8.2pp |
| Employer contribution / active EE | $1,456 | $2,244-35.1% | $2,965-50.9% | $2,588-43.7% |
| Participant deferral / active EE | $2,712 | $4,215-35.7% | $4,851-44.1% | $4,289-36.8% |
| Admin fee / account holder | $24 | $2,707-99.1% | $8,252-99.7% | $1,587-98.5% |