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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Service code 15 · EIN 20-8764829 | Recordkeeping | $42,724 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,909 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,012 | $51,045+66.5% | $70,515+20.6% | $71,457+19.0% |
| Participation rate | 79.1% | 59.4%+19.7pp | 68.3%+10.8pp | 67.9%+11.2pp |
| Annual return | 19.20% | 42.63%-23.4pp | 32.77%-13.6pp | 28.85%-9.6pp |
| Employer contribution / active EE | $1,375 | $1,790-23.2% | $2,973-53.8% | $2,588-46.9% |
| Participant deferral / active EE | $5,195 | $3,026+71.7% | $4,567+13.8% | $4,289+21.1% |
| Admin fee / account holder | $302 | $1,994-84.9% | $6,412-95.3% | $1,587-81.0% |