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 | $59,112 |
MORGAN STANLEY SMITH BARNEY3 years Service code 15 · EIN 20-8764829 | Recordkeeping | $11,835 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,612 | $81,908-55.3% | $90,749-59.7% | $64,808-43.5% |
| Participation rate | 92.1% | 80.5%+11.6pp | 75.7%+16.4pp | 71.5%+20.6pp |
| Annual return | -18.31% | -12.53%-5.8pp | -12.16%-6.1pp | 32.82%-51.1pp |
| Employer contribution / active EE | $2,309 | $3,065-24.7% | $2,921-20.9% | $2,506-7.9% |
| Participant deferral / active EE | $4,401 | $4,840-9.1% | $4,564-3.6% | $4,310+2.1% |
| Admin fee / account holder | $209 | $157+33.2% | $8,445-97.5% | $188+11.4% |