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 | $77,075 |
MORGAN STANLEY SMITH BARNEY3 years Service code 15 · EIN 20-8764829 | Recordkeeping | $38,500 |
Service code 15 · EIN 33-0690020 | Recordkeeping | $11,500 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $138,528 | $100,227+38.2% | $169,993-18.5% | $74,419+86.1% |
| Participation rate | 88.6% | 87.3%+1.3pp | 87.0%+1.6pp | 70.7%+17.9pp |
| Annual return | 25.42% | 66.08%-40.7pp | 53.37%-28.0pp | 34.38%-9.0pp |
| Employer contribution / active EE | $5,497 | $4,263+28.9% | $6,785-19.0% | $2,637+108.4% |
| Participant deferral / active EE | $10,943 | $7,143+53.2% | $10,408+5.1% | $4,528+141.7% |
| Admin fee / account holder | $148 | $234-36.9% | $12,815-98.8% | $348-57.5% |