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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,475 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY3 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 | $85,060 | $79,171+7.4% | $102,423-17.0% | $74,495+14.2% |
| Participation rate | 99.5% | 74.8%+24.7pp | 76.5%+23.0pp | 67.2%+32.3pp |
| Annual return | 17.58% | 54.93%-37.4pp | 29.32%-11.7pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $2,504 | $2,362+6.0% | $3,023-17.2% | $2,623-4.5% |
| Participant deferral / active EE | $3,213 | $4,415-27.2% | $5,053-36.4% | $4,346-26.1% |
| Admin fee / account holder | $32 | $2,001-98.4% | $9,451-99.7% | $1,942-98.4% |