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 10-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 | $184,826 |
MORGAN STANLEY SMITH BARNEY10+ years Service code 15 · EIN 20-8764829 | Recordkeeping | $105,976 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,191 | $48,698-11.3% | $93,606-53.9% | $199,593-78.4% |
| Participation rate | 89.5% | 63.5%+25.9pp | 68.7%+20.7pp | 72.0%+17.5pp |
| Annual return | 16.49% | 15.34%+1.2pp | 133.20%-116.7pp | 34.25%-17.8pp |
| Employer contribution / active EE | $579 | $1,135-49.0% | $2,420-76.1% | $3,034-80.9% |
| Participant deferral / active EE | $4,757 | $2,817+68.9% | $4,411+7.8% | $5,087-6.5% |
| Admin fee / account holder | $135 | $195-31.0% | $8,285-98.4% | $269-49.9% |