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 BARNEY5 years Service code 15 · EIN 20-8764829 | Recordkeeping | $30,750 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,995 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,619 | $56,317+32.5% | $71,209+4.8% | $74,304+0.4% |
| Participation rate | 93.2% | 55.1%+38.1pp | 73.8%+19.4pp | 60.3%+32.8pp |
| Annual return | 15.67% | 42.83%-27.2pp | 282.51%-266.8pp | 29.43%-13.8pp |
| Employer contribution / active EE | $1,818 | $2,160-15.8% | $2,721-33.2% | $2,241-18.9% |
| Participant deferral / active EE | $4,427 | $2,788+58.8% | $4,175+6.0% | $3,767+17.5% |
| Admin fee / account holder | $322 | $2,290-85.9% | $5,349-94.0% | $2,969-89.2% |