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 | $955 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3 years Service code 49 2000 WESTCHESTER AVENUE · PURCHASE, NY 10577 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,959 | $49,227-29.0% | $70,449-50.4% | $79,858-56.2% |
| Participation rate | 97.6% | 69.2%+28.4pp | 75.1%+22.5pp | 69.6%+27.9pp |
| Annual return | 21.88% | 30.06%-8.2pp | 109.03%-87.2pp | 31.71%-9.8pp |
| Employer contribution / active EE | $2,232 | $2,099+6.3% | $2,737-18.4% | $2,471-9.7% |
| Participant deferral / active EE | $4,508 | $2,768+62.9% | $3,709+21.6% | $3,740+20.5% |
| Admin fee / account holder | $9 | $2,878-99.7% | $3,845-99.8% | $5,306-99.8% |