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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $6,472 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,166 |
ADP BROKER-DEALER3 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.
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 | $21,829 | $52,953-58.8% | $172,739-87.4% | $65,185-66.5% |
| Participation rate | 54.5% | 66.2%-11.7pp | 82.6%-28.2pp | 70.2%-15.7pp |
| Annual return | 19.06% | 30.12%-11.1pp | 802.84%-783.8pp | 29.38%-10.3pp |
| Employer contribution / active EE | $700 | $2,190-68.0% | $5,143-86.4% | $2,177-67.8% |
| Participant deferral / active EE | $1,627 | $2,471-34.1% | $5,198-68.7% | $3,514-53.7% |
| Admin fee / account holder | $108 | $472-77.0% | $13,954-99.2% | $847-87.2% |