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 |
|---|---|---|
Service code 15 · EIN 82-3226180 | Recordkeeping | $60,864 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 15 · EIN 20-8764829 | Recordkeeping | $30,880 |
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,500 |
ADP BROKER-DEALER4+ 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 | $109,726 | $119,446-8.1% | $150,045-26.9% | $85,563+28.2% |
| Participation rate | 96.2% | 75.4%+20.8pp | 82.3%+13.9pp | 66.0%+30.3pp |
| Annual return | 19.66% | 23.72%-4.1pp | 62.55%-42.9pp | 31.51%-11.9pp |
| Employer contribution / active EE | $6,592 | $4,078+61.6% | $4,693+40.5% | $2,654+148.4% |
| Participant deferral / active EE | $14,636 | $7,985+83.3% | $7,997+83.0% | $4,375+234.5% |
| Admin fee / account holder | $232 | $548-57.6% | $13,435-98.3% | $834-72.2% |