See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $75,922 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,660 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,364 | $71,192-23.6% | $117,854-53.9% | $62,292-12.7% |
| Participation rate | 95.9% | 74.2%+21.7pp | 79.7%+16.3pp | 69.5%+26.4pp |
| Annual return | 15.65% | 18.66%-3.0pp | 335.08%-319.4pp | 28.90%-13.2pp |
| Employer contribution / active EE | $866 | $1,934-55.2% | $3,786-77.1% | $2,042-57.6% |
| Participant deferral / active EE | $3,003 | $3,189-5.8% | $4,482-33.0% | $3,169-5.2% |
| Admin fee / account holder | $508 | $587-13.5% | $8,020-93.7% | $479+6.0% |