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 10-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,440 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Filed as: MORGAN STANLEY Service code 49 2 THEATRE SQUARE STE 322 · ORINDA, CA 94563 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,603 | $77,660+66.9% | $109,143+18.7% | $79,386+63.3% |
| Participation rate | 93.8% | 67.8%+26.0pp | 75.9%+18.0pp | 70.7%+23.1pp |
| Annual return | 15.74% | 23.44%-7.7pp | 25.75%-10.0pp | 116.85%-101.1pp |
| Employer contribution / active EE | $4,006 | $2,797+43.2% | $3,722+7.6% | $2,427+65.0% |
| Participant deferral / active EE | $6,686 | $3,518+90.1% | $4,653+43.7% | $4,046+65.3% |
| Admin fee / account holder | $169 | $732-76.9% | $6,752-97.5% | $626-73.0% |