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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $247,606 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $79,151 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $92,947 | $127,481-27.1% | $149,696-37.9% | $90,288+2.9% |
| Participation rate | 90.1% | 78.2%+11.9pp | 82.5%+7.7pp | 73.4%+16.8pp |
| Annual return | 49.21% | 57.78%-8.6pp | 276.60%-227.4pp | 53.97%-4.8pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $4,644-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $7,732 | $6,975+10.9% | $6,842+13.0% | $4,232+82.7% |
| Admin fee / account holder | $106 | $152-30.2% | $9,309-98.9% | $114-7.2% |