See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $7,432 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,634 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,996 | $55,453-45.9% | $170,442-82.4% | $62,292-51.8% |
| Participation rate | 50.6% | 66.4%-15.7pp | 83.6%-33.0pp | 69.5%-18.9pp |
| Annual return | 12.86% | 21.38%-8.5pp | 205.93%-193.1pp | 28.90%-16.0pp |
| Employer contribution / active EE | $640 | $2,164-70.4% | $5,433-88.2% | $2,042-68.7% |
| Participant deferral / active EE | $1,650 | $2,303-28.3% | $4,939-66.6% | $3,169-47.9% |
| Admin fee / account holder | $104 | $455-77.2% | $13,880-99.3% | $479-78.3% |