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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,819 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: SMITH BARNEY Service code 49 1 MONROEVILLE CTR · MONROEVILLE, PA 15146 | 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 | $34,569 | $26,549+30.2% | $61,373-43.7% | $66,914-48.3% |
| Participation rate | 22.9% | 38.1%-15.2pp | 52.6%-29.6pp | 69.8%-46.9pp |
| Annual return | -15.58% | -16.21%+0.6pp | 338.61%-354.2pp | 1.58%-17.2pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,159-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $955 | $1,338-28.6% | $2,125-55.1% | $4,237-77.5% |
| Admin fee / account holder | $235 | $409-42.4% | $2,130-89.0% | $593-60.4% |