See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,220 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 49 555 CALIFORNIA STREET,14TH FLOOR · SAN FRANCISCO, CA 94104 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,157 | $58,320+83.7% | $86,436+24.0% | $66,914+60.1% |
| Participation rate | 99.5% | 78.6%+21.0pp | 80.3%+19.2pp | 69.8%+29.7pp |
| Annual return | -17.47% | -9.71%-7.8pp | 4394.89%-4412.4pp | 1.58%-19.1pp |
| Employer contribution / active EE | $3,399 | $2,615+30.0% | $3,769-9.8% | $2,544+33.6% |
| Participant deferral / active EE | $9,594 | $6,899+39.1% | $6,952+38.0% | $4,237+126.4% |
| Admin fee / account holder | $4 | $546-99.3% | $6,731-99.9% | $593-99.3% |