See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $21,373 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,679 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,335 | $78,419-56.2% | $133,956-74.4% | $73,409-53.2% |
| Participation rate | 89.8% | 78.6%+11.2pp | 79.8%+9.9pp | 72.2%+17.6pp |
| Annual return | 14.06% | 33.35%-19.3pp | 45.09%-31.0pp | 59.29%-45.2pp |
| Employer contribution / active EE | $1,439 | $2,044-29.6% | $3,919-63.3% | $2,234-35.6% |
| Participant deferral / active EE | $2,905 | $3,925-26.0% | $5,048-42.4% | $3,805-23.7% |
| Admin fee / account holder | $115 | $161-28.6% | $8,927-98.7% | $158-27.0% |