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 10-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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,771 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 2211 YORK ROAD · OAK BROOK, IL 60523 | Other Services | $0 |
TD AMERITRADE, INC.7 years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $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 | $38,634 | $65,061-40.6% | $143,757-73.1% | $66,914-42.3% |
| Participation rate | 86.2% | 65.2%+21.0pp | 80.3%+5.9pp | 69.8%+16.4pp |
| Annual return | -14.14% | -11.14%-3.0pp | -0.04%-14.1pp | 1.58%-15.7pp |
| Employer contribution / active EE | $1,326 | $2,361-43.8% | $4,951-73.2% | $2,544-47.9% |
| Participant deferral / active EE | $4,506 | $2,919+54.4% | $5,637-20.1% | $4,237+6.4% |
| Admin fee / account holder | $30 | $502-94.1% | $14,673-99.8% | $593-95.0% |