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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 9-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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,132 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY THE CHEN GROUP Service code 49 522 FIFTH AVE · NEW YORK, NY 10036 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,701 | $55,416-55.4% | $75,972-67.5% | $77,643-68.2% |
| Participation rate | 48.8% | 63.6%-14.8pp | 69.1%-20.3pp | 70.6%-21.8pp |
| Annual return | 16.24% | 17.07%-0.8pp | 359.55%-343.3pp | 31.24%-15.0pp |
| Employer contribution / active EE | $1,492 | $1,788-16.5% | $2,685-44.4% | $2,726-45.3% |
| Participant deferral / active EE | $2,892 | $3,447-16.1% | $4,255-32.0% | $4,647-37.8% |
| Admin fee / account holder | $52 | $414-87.4% | $6,467-99.2% | $430-87.9% |