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 BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $29,181 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,300 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $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 | $131,853 | $136,307-3.3% | $177,821-25.9% | $73,488+79.4% |
| Participation rate | 80.7% | 86.1%-5.4pp | 87.7%-7.1pp | 70.7%+10.0pp |
| Annual return | 17.58% | 18.68%-1.1pp | 48.32%-30.7pp | 28.51%-10.9pp |
| Employer contribution / active EE | $2,395 | $3,712-35.5% | $5,918-59.5% | $2,270+5.5% |
| Participant deferral / active EE | $5,374 | $5,829-7.8% | $7,714-30.3% | $3,740+43.7% |
| Admin fee / account holder | $216 | $596-63.7% | $12,427-98.3% | $513-57.9% |