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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,726 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MORGAN STANLEY Service code 49 701 E PINE STREET · ORLANDO, FL 32801 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,188 | $42,353-2.7% | $79,550-48.2% | $64,808-36.4% |
| Participation rate | 36.6% | 64.8%-28.2pp | 69.5%-32.9pp | 71.5%-34.9pp |
| Annual return | -17.18% | -12.24%-4.9pp | 0.16%-17.3pp | 32.82%-50.0pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,413-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $4,462 | $3,170+40.7% | $3,985+12.0% | $4,310+3.5% |
| Admin fee / account holder | $12 | $160-92.6% | $6,832-99.8% | $188-93.7% |