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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $65,869 |
MORGAN STANLEY SMITH BARNEY4 years Service code 15 · EIN 20-8764829 | Recordkeeping | $49,107 |
Service code 15 · EIN 33-0690020 | Recordkeeping | $11,500 |
ADP BROKER-DEALER10+ 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 | $169,079 | $129,021+31.0% | $184,203-8.2% | $77,643+117.8% |
| Participation rate | 92.0% | 87.3%+4.6pp | 86.8%+5.1pp | 70.6%+21.4pp |
| Annual return | 18.69% | 33.27%-14.6pp | 28.81%-10.1pp | 31.24%-12.5pp |
| Employer contribution / active EE | $5,907 | $4,413+33.9% | $6,427-8.1% | $2,726+116.7% |
| Participant deferral / active EE | $12,247 | $7,297+67.8% | $9,131+34.1% | $4,647+163.5% |
| Admin fee / account holder | $149 | $254-41.5% | $13,901-98.9% | $430-65.5% |