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 9-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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $32,350 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,870 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $85,919 | $80,753+6.4% | $136,294-37.0% | $62,292+37.9% |
| Participation rate | 91.1% | 73.5%+17.5pp | 81.9%+9.2pp | 69.5%+21.6pp |
| Annual return | 20.65% | 35.83%-15.2pp | 5155.94%-5135.3pp | 28.90%-8.3pp |
| Employer contribution / active EE | $5,035 | $2,884+74.6% | $4,695+7.2% | $2,042+146.5% |
| Participant deferral / active EE | $11,399 | $5,164+120.7% | $6,247+82.5% | $3,169+259.7% |
| Admin fee / account holder | $168 | $525-68.1% | $9,243-98.2% | $479-65.0% |