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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 | $5,304 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 49 15260 VENTURA BLVD SUITE 1900 · SHERMAN OAKS, CA 91403 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,173 | $59,159-18.6% | $159,960-69.9% | $66,914-28.0% |
| Participation rate | 58.4% | 68.1%-9.7pp | 78.0%-19.5pp | 69.8%-11.4pp |
| Annual return | -15.08% | -12.26%-2.8pp | 408.60%-423.7pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,401 | $1,983-29.4% | $4,226-66.9% | $2,544-44.9% |
| Participant deferral / active EE | $1,850 | $4,395-57.9% | $6,182-70.1% | $4,237-56.3% |
| Admin fee / account holder | $68 | $591-88.5% | $8,698-99.2% | $593-88.5% |