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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,320 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY5 years Service code 49 5250 N PALM AVE #321 · FRESNO, CA 93704 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,027 | $84,936+2.5% | $111,297-21.8% | $79,386+9.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 15.20% | 17.45%-2.3pp | 54.65%-39.5pp | 116.85%-101.7pp |
| Employer contribution / active EE | $2,036 | $1,979+2.9% | $2,731-25.5% | $2,427-16.1% |
| Participant deferral / active EE | $2,408 | $3,888-38.1% | $4,487-46.3% | $4,046-40.5% |
| Admin fee / account holder | $21 | $537-96.1% | $7,964-99.7% | $626-96.7% |