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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $71,221 |
MORGAN STANLEY SMITH BARNEY5 years Service code 15 · EIN 20-8764829 | Recordkeeping | $14,055 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,546 | $92,055-53.8% | $106,213-59.9% | $77,643-45.2% |
| Participation rate | 92.3% | 81.0%+11.2pp | 75.3%+17.0pp | 70.6%+21.7pp |
| Annual return | 14.32% | 17.91%-3.6pp | 116.14%-101.8pp | 31.24%-16.9pp |
| Employer contribution / active EE | $2,769 | $3,367-17.8% | $3,171-12.7% | $2,726+1.6% |
| Participant deferral / active EE | $5,470 | $5,386+1.6% | $5,016+9.1% | $4,647+17.7% |
| Admin fee / account holder | $226 | $219+3.0% | $11,033-98.0% | $430-47.6% |