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 BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $42,412 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,215 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $100,773 | $89,652+12.4% | $141,162-28.6% | $65,185+54.6% |
| Participation rate | 89.5% | 74.7%+14.8pp | 82.5%+7.0pp | 70.2%+19.3pp |
| Annual return | 28.26% | 32.79%-4.5pp | 71.39%-43.1pp | 29.38%-1.1pp |
| Employer contribution / active EE | $4,998 | $3,065+63.1% | $4,735+5.6% | $2,177+129.6% |
| Participant deferral / active EE | $11,832 | $5,691+107.9% | $6,709+76.4% | $3,514+236.7% |
| Admin fee / account holder | $189 | $569-66.7% | $10,261-98.2% | $847-77.6% |