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 BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $12,772 |
ADP BROKER-DEALER1+ years Filed as: ADP LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,445 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $101,758 | $61,616+65.1% | $105,722-3.7% | $55,167+84.5% |
| Participation rate | 94.9% | 72.9%+21.9pp | 78.9%+15.9pp | 69.0%+25.9pp |
| Annual return | 5.55% | 11.15%-5.6pp | 12.25%-6.7pp | 169.23%-163.7pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $4,079-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $865 | $4,213-79.5% | $5,326-83.8% | $3,054-71.7% |
| Admin fee / account holder | $130 | $379-65.6% | $8,308-98.4% | $504-74.1% |