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 |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,285 |
ADP BROKER-DEALER2+ years Filed as: ADP BROKER DEALER Service code 99 | Other Fees | $0 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MORGAN STANLEY SMITH BARNEY LL Service code 63 | 12b-1 Fees | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 63 | 12b-1 Fees | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY, LL Service code 63 | 12b-1 Fees | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $0 |
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 | $114,815 | $79,557+44.3% | $118,746-3.3% | $70,131+63.7% |
| Participation rate | 96.6% | 71.4%+25.3pp | 78.3%+18.3pp | 69.5%+27.1pp |
| Annual return | 13.23% | 25.64%-12.4pp | 24.54%-11.3pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,878 | $2,861-34.3% | $4,193-55.2% | $2,342-19.8% |
| Participant deferral / active EE | $5,417 | $4,089+32.5% | $5,332+1.6% | $3,332+62.6% |
| Admin fee / account holder | $13 | $5,374-99.8% | $10,720-99.9% | $4,645-99.7% |