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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Service code 15 · EIN 20-8764829 | Recordkeeping | $59,627 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $54,711 |
ADP BROKER-DEALER4 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,078 | $88,083+7.9% | $164,813-42.3% | $74,495+27.6% |
| Participation rate | 67.7% | 73.0%-5.4pp | 78.6%-10.9pp | 67.2%+0.5pp |
| Annual return | 14.27% | 17.26%-3.0pp | 69.93%-55.7pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $3,728 | $2,593+43.8% | $4,341-14.1% | $2,623+42.1% |
| Participant deferral / active EE | $7,602 | $4,498+69.0% | $6,031+26.0% | $4,346+74.9% |
| Admin fee / account holder | $422 | $2,234-81.1% | $12,690-96.7% | $1,942-78.3% |