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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Service code 15 · EIN 20-8764829 | Recordkeeping | $51,132 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,330 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,641 | $52,406-11.0% | $129,207-63.9% | $74,495-37.4% |
| Participation rate | 88.2% | 53.8%+34.4pp | 69.6%+18.6pp | 67.2%+21.0pp |
| Annual return | 12.69% | 15.66%-3.0pp | 9417.33%-9404.6pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $4,153-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $9,751 | $2,794+248.9% | $4,168+134.0% | $4,346+124.4% |
| Admin fee / account holder | $163 | $2,633-93.8% | $7,715-97.9% | $1,942-91.6% |