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 BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $70,110 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $40,013 |
JONES & MALHOTRA4 years Service code 15 · EIN 95-4668647 | Recordkeeping | $8,000 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $51,297 | $53,901-4.8% | $134,143-61.8% | $73,488-30.2% |
| Participation rate | 92.0% | 62.8%+29.2pp | 72.2%+19.8pp | 70.7%+21.3pp |
| Annual return | 13.41% | 15.82%-2.4pp | 36.33%-22.9pp | 28.51%-15.1pp |
| Employer contribution / active EE | $1,330 | $1,458-8.8% | $3,704-64.1% | $2,270-41.4% |
| Participant deferral / active EE | $10,234 | $2,739+273.6% | $3,499+192.5% | $3,740+173.7% |
| Admin fee / account holder | $150 | $581-74.2% | $6,684-97.8% | $513-70.9% |