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 10-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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $84,871 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $79,046 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $28,489 | $40,113-29.0% | $84,015-66.1% | $77,787-63.4% |
| Participation rate | 89.4% | 62.8%+26.6pp | 69.0%+20.4pp | 73.2%+16.2pp |
| Annual return | 24.33% | 23.27%+1.1pp | 71.31%-47.0pp | 32.57%-8.2pp |
| Employer contribution / active EE | $538 | $847-36.5% | $1,983-72.9% | $2,504-78.5% |
| Participant deferral / active EE | $3,877 | $2,030+91.0% | $3,239+19.7% | $3,967-2.3% |
| Admin fee / account holder | $103 | $92+12.9% | $6,101-98.3% | $100+3.4% |