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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,309 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 4114 WOODLANDS PKWY SUITE 200 · PALM HARBOR, FL 34685 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,358 | $86,944-54.7% | $107,525-63.4% | $74,304-47.0% |
| Participation rate | 84.6% | 59.6%+25.1pp | 75.1%+9.5pp | 60.3%+24.3pp |
| Annual return | 14.44% | 23.52%-9.1pp | 181.32%-166.9pp | 29.43%-15.0pp |
| Employer contribution / active EE | $6,219 | $2,757+125.6% | $3,754+65.7% | $2,241+177.5% |
| Participant deferral / active EE | $3,131 | $3,554-11.9% | $5,116-38.8% | $3,767-16.9% |
| Admin fee / account holder | $31 | $3,727-99.2% | $8,919-99.6% | $2,969-98.9% |