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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $35,876 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $33,282 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,923 | $73,638-13.2% | $95,952-33.4% | $73,488-13.0% |
| Participation rate | 98.7% | 76.2%+22.6pp | 77.1%+21.6pp | 70.7%+28.0pp |
| Annual return | 16.60% | 16.78%-0.2pp | 91.61%-75.0pp | 28.51%-11.9pp |
| Employer contribution / active EE | $1,986 | $1,863+6.6% | $2,541-21.8% | $2,270-12.5% |
| Participant deferral / active EE | $4,763 | $3,617+31.7% | $4,167+14.3% | $3,740+27.4% |
| Admin fee / account holder | $229 | $482-52.4% | $6,795-96.6% | $513-55.3% |