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 5-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 | $8,082 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 15 · EIN 20-8764829 | Recordkeeping | $6,504 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,689 | $61,052-38.3% | $142,863-73.6% | $79,386-52.5% |
| Participation rate | 92.4% | 60.1%+32.3pp | 71.9%+20.5pp | 70.7%+21.7pp |
| Annual return | 0.00% | 16.02%-16.0pp | 5637.54%-5637.5pp | 116.85%-116.9pp |
| Employer contribution / active EE | $0 | $1,481-100.0% | $4,144-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,990 | $2,879+3.8% | $3,837-22.1% | $4,046-26.1% |
| Admin fee / account holder | $86 | $659-86.9% | $6,560-98.7% | $626-86.2% |