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 BARNEY3 years Service code 15 · EIN 20-8764829 | Recordkeeping | $10,268 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,545 | $29,548+27.1% | $56,411-33.4% | $77,643-51.6% |
| Participation rate | 22.7% | 32.7%-10.0pp | 52.5%-29.7pp | 70.6%-47.8pp |
| Annual return | 13.41% | 19.01%-5.6pp | 1701.33%-1687.9pp | 31.24%-17.8pp |
| Employer contribution / active EE | $598 | $568+5.3% | $1,039-42.4% | $2,726-78.1% |
| Participant deferral / active EE | $1,297 | $1,061+22.2% | $1,952-33.6% | $4,647-72.1% |
| Admin fee / account holder | $150 | $1,046-85.6% | $2,829-94.7% | $430-65.0% |