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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,689 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MS Service code 49 35 VILLAGE ROAD STE 601 · MIDDLETON, MA 01949 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,096 | $101,317-75.2% | $146,958-82.9% | $74,495-66.3% |
| Participation rate | 92.0% | 75.5%+16.4pp | 82.2%+9.8pp | 67.2%+24.8pp |
| Annual return | 17.52% | 8730.91%-8713.4pp | 418.34%-400.8pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $1,730 | $3,810-54.6% | $4,933-64.9% | $2,623-34.1% |
| Participant deferral / active EE | $3,446 | $7,303-52.8% | $8,070-57.3% | $4,346-20.7% |
| Admin fee / account holder | $61 | $1,739-96.5% | $12,998-99.5% | $1,942-96.9% |