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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Service code 15 · EIN 20-8764829 | Recordkeeping | $34,262 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,144 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,804 | $65,908+2.9% | $81,812-17.1% | $77,643-12.7% |
| Participation rate | 47.9% | 65.8%-17.9pp | 72.3%-24.5pp | 70.6%-22.7pp |
| Annual return | 19.70% | 26.64%-6.9pp | 773.79%-754.1pp | 31.24%-11.5pp |
| Employer contribution / active EE | $1,103 | $2,370-53.5% | $2,912-62.1% | $2,726-59.5% |
| Participant deferral / active EE | $1,855 | $3,505-47.1% | $4,319-57.1% | $4,647-60.1% |
| Admin fee / account holder | $270 | $526-48.7% | $7,386-96.3% | $430-37.2% |