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 BARNEY5+ years Service code 15 · EIN 20-8764829 | Recordkeeping | $62,534 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $42,823 |
ADP BROKER-DEALER5+ 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 | $92,538 | $73,404+26.1% | $87,100+6.2% | $67,579+36.9% |
| Participation rate | 89.0% | 80.9%+8.1pp | 76.9%+12.1pp | 71.3%+17.7pp |
| Annual return | 22.09% | 48.29%-26.2pp | 28.19%-6.1pp | 378.56%-356.5pp |
| Employer contribution / active EE | $932 | $2,014-53.7% | $2,521-63.0% | $2,148-56.6% |
| Participant deferral / active EE | $4,916 | $3,913+25.7% | $4,049+21.4% | $3,539+38.9% |
| Admin fee / account holder | $280 | $142+97.9% | $7,497-96.3% | $142+96.9% |