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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.
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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 | $84,327 |
MORGAN STANLEY SMITH BARNEY4 years Service code 15 · EIN 20-8764829 | Recordkeeping | $11,040 |
ADP BROKER-DEALER10+ 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.
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 | $14,882 | $36,806-59.6% | $69,647-78.6% | $77,643-80.8% |
| Participation rate | 54.2% | 64.4%-10.2pp | 66.5%-12.3pp | 70.6%-16.4pp |
| Annual return | 12.04% | 38.81%-26.8pp | 100.48%-88.4pp | 31.24%-19.2pp |
| Employer contribution / active EE | $609 | $1,257-51.5% | $1,712-64.4% | $2,726-77.6% |
| Participant deferral / active EE | $1,823 | $2,738-33.4% | $2,886-36.8% | $4,647-60.8% |
| Admin fee / account holder | $193 | $507-61.9% | $4,713-95.9% | $430-55.1% |