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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.
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,214 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 55 EAST 52ND ST 28TH FL · NEW YORK, NY 10055 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,346 | $70,669-79.7% | $169,368-91.5% | $75,163-80.9% |
| Participation rate | 73.7% | 64.8%+8.9pp | 77.1%-3.5pp | 67.2%+6.5pp |
| Annual return | 18.95% | 36.36%-17.4pp | 405.60%-386.6pp | 160.62%-141.7pp |
| Employer contribution / active EE | $1,885 | $2,211-14.7% | $4,013-53.0% | $2,670-29.4% |
| Participant deferral / active EE | $3,511 | $4,311-18.5% | $6,221-43.6% | $4,125-14.9% |
| Admin fee / account holder | $71 | $5,402-98.7% | $9,003-99.2% | $5,651-98.7% |