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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $68,816 |
MORGAN STANLEY SMITH BARNEY5 years Service code 15 · EIN 20-8764829 | Recordkeeping | $40,884 |
Service code 15 · EIN 33-0690020 | Recordkeeping | $11,850 |
ADP BROKER-DEALER11+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,538 | $131,799+44.6% | $200,582-5.0% | $85,563+122.7% |
| Participation rate | 90.5% | 87.9%+2.6pp | 86.9%+3.6pp | 66.0%+24.5pp |
| Annual return | 17.23% | 21.59%-4.4pp | 42.33%-25.1pp | 31.51%-14.3pp |
| Employer contribution / active EE | $5,305 | $4,532+17.1% | $6,419-17.4% | $2,654+99.9% |
| Participant deferral / active EE | $11,310 | $7,702+46.8% | $9,331+21.2% | $4,375+158.5% |
| Admin fee / account holder | $139 | $235-41.0% | $16,305-99.1% | $834-83.4% |