See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $88,185 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $43,662 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,929 | $75,284-32.4% | $91,001-44.0% | $69,631-26.9% |
| Participation rate | 77.5% | 80.4%-2.9pp | 75.6%+1.9pp | 70.7%+6.8pp |
| Annual return | 21.08% | 48.40%-27.3pp | 4.60%+16.5pp | 27571.02%-27549.9pp |
| Employer contribution / active EE | $2,169 | $2,473-12.3% | $2,456-11.7% | $2,032+6.7% |
| Participant deferral / active EE | $5,500 | $3,700+48.7% | $3,547+55.0% | $3,224+70.6% |
| Admin fee / account holder | $157 | $111+42.1% | $5,417-97.1% | $110+42.3% |