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 BARNEY4 years Service code 15 · EIN 20-8764829 | Recordkeeping | $36,264 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,465 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,900 | $54,517+74.1% | $75,972+24.9% | $74,495+27.4% |
| Participation rate | 77.1% | 60.3%+16.7pp | 69.1%+8.0pp | 67.2%+9.9pp |
| Annual return | 16.39% | 31.82%-15.4pp | 359.55%-343.2pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $1,384 | $1,777-22.1% | $2,685-48.5% | $2,623-47.2% |
| Participant deferral / active EE | $5,482 | $3,066+78.8% | $4,255+28.8% | $4,346+26.1% |
| Admin fee / account holder | $261 | $2,229-88.3% | $6,467-96.0% | $1,942-86.6% |