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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $61,270 |
MORGAN STANLEY SMITH BARNEY2 years Service code 15 · EIN 20-8764829 | Recordkeeping | $9,075 |
ADP BROKER-DEALER8+ 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,834 | $28,956-66.0% | $71,735-86.3% | $64,808-84.8% |
| Participation rate | 55.4% | 65.2%-9.8pp | 62.3%-7.0pp | 71.5%-16.1pp |
| Annual return | -16.34% | -7.39%-9.0pp | 9.14%-25.5pp | 32.82%-49.2pp |
| Employer contribution / active EE | $523 | $1,159-54.9% | $1,704-69.3% | $2,506-79.1% |
| Participant deferral / active EE | $1,351 | $2,686-49.7% | $2,658-49.2% | $4,310-68.6% |
| Admin fee / account holder | $159 | $124+27.6% | $3,974-96.0% | $188-15.4% |