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 8-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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,082 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 49 6004 LA MADRONA DRIVE · SANTA CRUZ, CA 95060 | 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 | $16,017 | $55,415-71.1% | $155,509-89.7% | $74,495-78.5% |
| Participation rate | 96.7% | 61.9%+34.8pp | 78.2%+18.6pp | 67.2%+29.5pp |
| Annual return | 12.08% | 268.50%-256.4pp | 64.67%-52.6pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $1,850 | $2,267-18.4% | $4,672-60.4% | $2,623-29.5% |
| Participant deferral / active EE | $2,776 | $2,836-2.1% | $5,626-50.7% | $4,346-36.1% |
| Admin fee / account holder | $37 | $1,738-97.9% | $15,912-99.8% | $1,942-98.1% |