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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,129 |
MORGAN STANLEY SMITH BARNEY5 years Service code 15 · EIN 20-8764829 | Recordkeeping | $29,829 |
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 | $60,253 | $61,058-1.3% | $71,209-15.4% | $85,563-29.6% |
| Participation rate | 48.0% | 58.6%-10.6pp | 73.8%-25.8pp | 66.0%-18.0pp |
| Annual return | 12.59% | 100.41%-87.8pp | 282.51%-269.9pp | 31.51%-18.9pp |
| Employer contribution / active EE | $1,129 | $2,199-48.6% | $2,721-58.5% | $2,654-57.4% |
| Participant deferral / active EE | $1,970 | $3,173-37.9% | $4,175-52.8% | $4,375-55.0% |
| Admin fee / account holder | $244 | $855-71.4% | $5,349-95.4% | $834-70.7% |