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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,073 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 3280 PEACHTREE ROAD NE · ATLANTA, GA 30305 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,449 | $63,442-56.7% | $68,791-60.1% | $66,914-59.0% |
| Participation rate | 42.4% | 60.0%-17.6pp | 69.0%-26.6pp | 69.8%-27.4pp |
| Annual return | -8.11% | -8.29%+0.2pp | -6.38%-1.7pp | 1.58%-9.7pp |
| Employer contribution / active EE | $1,622 | $1,775-8.6% | $2,655-38.9% | $2,544-36.2% |
| Participant deferral / active EE | $2,116 | $2,945-28.1% | $3,941-46.3% | $4,237-50.1% |
| Admin fee / account holder | $42 | $577-92.7% | $4,932-99.1% | $593-92.9% |