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 | $13,199 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 49 · EIN 36-3145972 | 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 | $17,524 | $53,053-67.0% | $126,539-86.2% | $74,304-76.4% |
| Participation rate | 84.4% | 48.0%+36.3pp | 69.8%+14.5pp | 60.3%+24.0pp |
| Annual return | 15.87% | 29.46%-13.6pp | 425.95%-410.1pp | 29.43%-13.6pp |
| Employer contribution / active EE | $901 | $1,168-22.8% | $3,674-75.5% | $2,241-59.8% |
| Participant deferral / active EE | $2,141 | $2,303-7.0% | $4,083-47.6% | $3,767-43.2% |
| Admin fee / account holder | $52 | $3,698-98.6% | $6,065-99.1% | $2,969-98.2% |