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 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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,090 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $20,789 | $44,764-53.6% | $68,791-69.8% | $64,808-67.9% |
| Participation rate | 41.3% | 64.8%-23.5pp | 69.0%-27.8pp | 71.5%-30.2pp |
| Annual return | -13.84% | -10.91%-2.9pp | -6.38%-7.5pp | 32.82%-46.7pp |
| Employer contribution / active EE | $1,063 | $1,775-40.1% | $2,655-60.0% | $2,506-57.6% |
| Participant deferral / active EE | $2,088 | $3,238-35.5% | $3,941-47.0% | $4,310-51.5% |
| Admin fee / account holder | $37 | $151-75.6% | $4,932-99.3% | $188-80.3% |