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.
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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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,175 |
ADO BROKER-DEALER2+ years Service code 59 | Shareholder Servicing | $0 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
ADP BROKER-DEALER2+ years Filed as: ADP BROKER-DEALER 22-3319984 Service code 59 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 49 601 CLEVELAND ST STE 700 · CLEARWATER, FL 33755 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,827 | $63,346-70.3% | $92,233-79.6% | $70,131-73.2% |
| Participation rate | 96.2% | 68.7%+27.6pp | 76.5%+19.7pp | 69.5%+26.7pp |
| Annual return | 10.78% | 530.12%-519.3pp | 176.28%-165.5pp | 73.14%-62.4pp |
| Employer contribution / active EE | $2,433 | $2,471-1.5% | $3,679-33.9% | $2,342+3.9% |
| Participant deferral / active EE | $2,881 | $2,854+1.0% | $3,897-26.1% | $3,332-13.5% |
| Admin fee / account holder | $10 | $3,840-99.7% | $5,194-99.8% | $4,645-99.8% |