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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.
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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 BARNEY8+ years Service code 15 · EIN 20-8764829 | Recordkeeping | $82,780 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,425 |
FORVIS MAZARS, LLP1 year Filed as: WEISERMAZARS LLP Service code 15 · EIN 13-1459550 | Recordkeeping | $7,250 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,733 | $58,320+7.6% | $86,436-27.4% | $66,914-6.2% |
| Participation rate | 66.7% | 78.6%-11.9pp | 80.3%-13.7pp | 69.8%-3.1pp |
| Annual return | -16.44% | -9.71%-6.7pp | 4394.89%-4411.3pp | 1.58%-18.0pp |
| Employer contribution / active EE | $1,768 | $2,615-32.4% | $3,769-53.1% | $2,544-30.5% |
| Participant deferral / active EE | $3,376 | $6,899-51.1% | $6,952-51.4% | $4,237-20.3% |
| Admin fee / account holder | $753 | $546+37.9% | $6,731-88.8% | $593+26.9% |