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 | $41,041 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,698 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $34,539 | $53,925-35.9% | $75,670-54.4% | $69,631-50.4% |
| Participation rate | 95.7% | 71.2%+24.5pp | 72.3%+23.4pp | 70.7%+25.1pp |
| Annual return | 17.92% | 17.84%+0.1pp | 27.34%-9.4pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $1,845 | $1,802+2.4% | $2,352-21.5% | $2,032-9.2% |
| Participant deferral / active EE | $6,720 | $2,569+161.6% | $3,142+113.9% | $3,224+108.5% |
| Admin fee / account holder | $88 | $97-9.8% | $5,800-98.5% | $110-20.7% |