See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Service code 15 · EIN 20-8764829 | Recordkeeping | $27,154 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,557 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,141 | $73,933+54.4% | $96,683+18.1% | $75,163+51.9% |
| Participation rate | 96.2% | 66.4%+29.8pp | 74.3%+21.9pp | 67.2%+29.0pp |
| Annual return | 16.72% | 26.70%-10.0pp | 35.69%-19.0pp | 160.62%-143.9pp |
| Employer contribution / active EE | $3,515 | $2,928+20.0% | $3,737-5.9% | $2,670+31.6% |
| Participant deferral / active EE | $8,643 | $3,659+136.2% | $4,878+77.2% | $4,125+109.5% |
| Admin fee / account holder | $286 | $5,216-94.5% | $6,730-95.8% | $5,651-94.9% |