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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $774 |
ADP BROKER-DEALER3+ years Filed as: ADP BROKER DEALER Service code 99 | Other Fees | $0 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LL Service code 63 | 12b-1 Fees | $0 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 63 | 12b-1 Fees | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY, LL Service code 63 | 12b-1 Fees | $0 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $112,889 | $72,388+55.9% | $111,392+1.3% | $64,186+75.9% |
| Participation rate | 100.0% | 70.5%+29.5pp | 78.9%+21.1pp | 69.6%+30.4pp |
| Annual return | -7.29% | -1.50%-5.8pp | -2.06%-5.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,176 | $3,000-27.4% | $4,328-49.7% | $2,381-8.6% |
| Participant deferral / active EE | $6,941 | $4,241+63.7% | $5,567+24.7% | $3,470+100.1% |
| Admin fee / account holder | $8 | $5,719-99.9% | $12,266-99.9% | $4,888-99.8% |