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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,921 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 3280 PEACHTREE ROAD NE · ATLANTA, GA 30305 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,648 | $93,571+40.7% | $135,903-3.1% | $75,163+75.1% |
| Participation rate | 62.3% | 75.2%-12.9pp | 81.9%-19.6pp | 67.2%-4.9pp |
| Annual return | 19.28% | 30.90%-11.6pp | 68.23%-49.0pp | 160.62%-141.3pp |
| Employer contribution / active EE | $3,361 | $3,537-5.0% | $4,856-30.8% | $2,670+25.9% |
| Participant deferral / active EE | $8,874 | $6,404+38.6% | $7,758+14.4% | $4,125+115.1% |
| Admin fee / account holder | $18 | $6,975-99.7% | $10,762-99.8% | $5,651-99.7% |