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 4-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-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $65,759 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 15 · EIN 20-8764829 | Recordkeeping | $54,884 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,045 | $82,202-46.4% | $125,339-64.9% | $64,808-32.0% |
| Participation rate | 96.2% | 77.9%+18.3pp | 82.4%+13.8pp | 71.5%+24.8pp |
| Annual return | -13.80% | 3.48%-17.3pp | 572.05%-585.9pp | 32.82%-46.6pp |
| Employer contribution / active EE | $5,586 | $3,615+54.5% | $4,814+16.0% | $2,506+122.9% |
| Participant deferral / active EE | $11,141 | $7,175+55.3% | $7,446+49.6% | $4,310+158.5% |
| Admin fee / account holder | $201 | $163+23.2% | $10,010-98.0% | $188+7.1% |