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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Service code 15 · EIN 20-8764829 | Recordkeeping | $88,935 |
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $82,827 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,405 | $95,274-26.1% | $135,903-48.2% | $74,419-5.4% |
| Participation rate | 88.3% | 78.2%+10.1pp | 81.9%+6.4pp | 70.7%+17.5pp |
| Annual return | 103.75% | 32.77%+71.0pp | 68.23%+35.5pp | 34.38%+69.4pp |
| Employer contribution / active EE | $5,025 | $3,874+29.7% | $4,856+3.5% | $2,637+90.5% |
| Participant deferral / active EE | $10,560 | $7,782+35.7% | $7,758+36.1% | $4,528+133.2% |
| Admin fee / account holder | $227 | $266-14.7% | $10,762-97.9% | $348-34.8% |