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 |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $102,860 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $22,750 |
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $22,356 |
Service code 15 · EIN 36-3429599 | Recordkeeping | $12,724 |
Service code 10 · EIN 33-0690020 | Accounting | $12,335 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $83,183 | $80,005+4.0% | $140,016-40.6% | $55,725+49.3% |
| Participation rate | 84.9% | 87.0%-2.1pp | 87.5%-2.6pp | 70.9%+14.1pp |
| Annual return | -2.65% | 0.46%-3.1pp | 651.12%-653.8pp | 244.93%-247.6pp |
| Employer contribution / active EE | $3,831 | $3,403+12.6% | $5,606-31.7% | $2,078+84.3% |
| Participant deferral / active EE | $7,161 | $5,264+36.0% | $6,927+3.4% | $3,356+113.4% |
| Admin fee / account holder | $220 | $116+90.4% | $10,705-97.9% | $115+91.2% |