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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,870 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 ONE FAWCETT PLACE 3RD FLOOR · GREENWICH, CT 06824 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,721 | $62,127+13.8% | $81,382-13.1% | $74,495-5.1% |
| Participation rate | 68.4% | 64.0%+4.3pp | 69.5%-1.1pp | 67.2%+1.2pp |
| Annual return | 17.79% | 16.48%+1.3pp | 24.73%-6.9pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $1,227 | $1,882-34.8% | $2,463-50.2% | $2,623-53.2% |
| Participant deferral / active EE | $2,744 | $3,229-15.0% | $3,883-29.3% | $4,346-36.9% |
| Admin fee / account holder | $33 | $1,934-98.3% | $5,768-99.4% | $1,942-98.3% |