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 | $133,332 |
MORGAN STANLEY SMITH BARNEY2 years Service code 15 · EIN 20-8764829 | Recordkeeping | $52,653 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,158 | $84,000-57.0% | $119,609-69.8% | $77,904-53.6% |
| Participation rate | 30.2% | 77.8%-47.6pp | 79.3%-49.1pp | 73.7%-43.5pp |
| Annual return | -57.86% | -11.59%-46.3pp | -14.97%-42.9pp | 12.21%-70.1pp |
| Employer contribution / active EE | $2,522 | $2,907-13.2% | $4,232-40.4% | $2,848-11.4% |
| Participant deferral / active EE | $4,623 | $4,705-1.8% | $5,602-17.5% | $4,806-3.8% |
| Admin fee / account holder | $328 | $116+182.9% | $10,323-96.8% | $133+147.2% |