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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,125 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MORGAN STANLEY Service code 49 · EIN 36-3145972 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,095 | $87,870+19.6% | $113,168-7.1% | $74,304+41.4% |
| Participation rate | 96.0% | 70.7%+25.3pp | 76.6%+19.4pp | 60.3%+35.7pp |
| Annual return | 17.58% | 26.44%-8.9pp | 24.27%-6.7pp | 29.43%-11.8pp |
| Employer contribution / active EE | $2,069 | $2,277-9.1% | $2,975-30.5% | $2,241-7.7% |
| Participant deferral / active EE | $3,620 | $4,241-14.6% | $5,107-29.1% | $3,767-3.9% |
| Admin fee / account holder | $38 | $3,368-98.9% | $12,068-99.7% | $2,969-98.7% |