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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,381 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY5+ years Service code 49 1 TOWER BRIDGE 100 FRONT STREET · WEST CONSHOHOCKEN, PA 19460 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $37,001 | $31,679+16.8% | $74,701-50.5% | $65,185-43.2% |
| Participation rate | 30.8% | 40.4%-9.6pp | 54.5%-23.7pp | 70.2%-39.4pp |
| Annual return | 22.74% | 39.04%-16.3pp | 752.92%-730.2pp | 29.38%-6.6pp |
| Employer contribution / active EE | $0 | $566-100.0% | $1,084-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $799 | $1,191-32.9% | $1,964-59.3% | $3,514-77.3% |
| Admin fee / account holder | $125 | $379-67.0% | $3,333-96.2% | $847-85.2% |