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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,080 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 3280 PEACHTREE ROAD NE · ATLANTA, GA 30305 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,316 | $84,487-31.0% | $125,339-53.5% | $66,914-12.9% |
| Participation rate | 98.1% | 76.4%+21.7pp | 82.4%+15.8pp | 69.8%+28.3pp |
| Annual return | -17.26% | -8.39%-8.9pp | 572.05%-589.3pp | 1.58%-18.8pp |
| Employer contribution / active EE | $2,298 | $3,553-35.3% | $4,814-52.3% | $2,544-9.7% |
| Participant deferral / active EE | $7,689 | $6,781+13.4% | $7,446+3.3% | $4,237+81.5% |
| Admin fee / account holder | $6 | $685-99.1% | $10,010-99.9% | $593-98.9% |