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 BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $17,600 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,214 |
ADP BROKER-DEALER3+ 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 | $55,019 | $64,909-15.2% | $82,313-33.2% | $62,292-11.7% |
| Participation rate | 81.3% | 74.9%+6.4pp | 76.9%+4.4pp | 69.5%+11.8pp |
| Annual return | 18.27% | 21.18%-2.9pp | 25.88%-7.6pp | 28.90%-10.6pp |
| Employer contribution / active EE | $1,755 | $1,676+4.7% | $2,428-27.7% | $2,042-14.0% |
| Participant deferral / active EE | $3,729 | $3,103+20.2% | $3,706+0.6% | $3,169+17.7% |
| Admin fee / account holder | $192 | $440-56.3% | $5,608-96.6% | $479-59.9% |