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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $32,616 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $30,292 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $40,253 | $71,666-43.8% | $117,854-65.8% | $69,631-42.2% |
| Participation rate | 92.1% | 77.5%+14.5pp | 79.7%+12.4pp | 70.7%+21.4pp |
| Annual return | 18.23% | 18.86%-0.6pp | 335.08%-316.8pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $1,352 | $1,889-28.4% | $3,786-64.3% | $2,032-33.5% |
| Participant deferral / active EE | $4,491 | $3,340+34.5% | $4,482+0.2% | $3,224+39.3% |
| Admin fee / account holder | $165 | $120+37.2% | $8,020-97.9% | $110+49.5% |