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 | $64,157 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,694 |
KLICHS LLP6 years Service code 15 · EIN 46-2608003 | Recordkeeping | $10,000 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,399 | $82,978+47.5% | $129,995-5.8% | $71,457+71.3% |
| Participation rate | 98.1% | 74.1%+24.0pp | 78.5%+19.6pp | 67.9%+30.1pp |
| Annual return | 18.34% | 20.60%-2.3pp | -137.18%+155.5pp | 28.85%-10.5pp |
| Employer contribution / active EE | $11,589 | $2,622+342.0% | $4,320+168.3% | $2,588+347.9% |
| Participant deferral / active EE | $7,673 | $4,432+73.1% | $5,820+31.8% | $4,289+78.9% |
| Admin fee / account holder | $272 | $1,729-84.3% | $10,614-97.4% | $1,587-82.9% |