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 | $1,740 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 49 2000 WESTCHESTER AVENUE · PURCHASE, NY 10577 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,556 | $42,894-14.8% | $60,874-39.9% | $68,494-46.6% |
| Participation rate | 90.4% | 66.8%+23.6pp | 73.1%+17.3pp | 67.9%+22.5pp |
| Annual return | -16.42% | -13.98%-2.4pp | 16.90%-33.3pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,530 | $1,978+27.9% | $2,701-6.4% | $2,596-2.6% |
| Participant deferral / active EE | $4,908 | $2,867+71.2% | $3,817+28.6% | $4,027+21.9% |
| Admin fee / account holder | $16 | $3,101-99.5% | $3,224-99.5% | $5,403-99.7% |