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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ years Service code 15 · EIN 20-8764829 | Recordkeeping | $9,751 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,300 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,051 | $59,101-30.5% | $77,163-46.8% | $75,163-45.4% |
| Participation rate | 95.6% | 63.9%+31.7pp | 69.6%+26.0pp | 67.2%+28.4pp |
| Annual return | 29.54% | 26.71%+2.8pp | 37.87%-8.3pp | 160.62%-131.1pp |
| Employer contribution / active EE | $785 | $1,995-60.7% | $2,535-69.0% | $2,670-70.6% |
| Participant deferral / active EE | $7,625 | $2,999+154.2% | $3,833+98.9% | $4,125+84.8% |
| Admin fee / account holder | $101 | $4,774-97.9% | $5,472-98.1% | $5,651-98.2% |