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.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,691 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 49 111 S PFINGSTEN ROAD · DEERFIELD, IL 60015 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,214 | $88,083-36.2% | $164,813-65.9% | $74,495-24.5% |
| Participation rate | 84.7% | 73.0%+11.6pp | 78.6%+6.1pp | 67.2%+17.5pp |
| Annual return | 15.20% | 17.26%-2.1pp | 69.93%-54.7pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $387 | $2,593-85.1% | $4,341-91.1% | $2,623-85.3% |
| Participant deferral / active EE | $5,424 | $4,498+20.6% | $6,031-10.1% | $4,346+24.8% |
| Admin fee / account holder | $15 | $2,234-99.3% | $12,690-99.9% | $1,942-99.2% |