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 |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $26,566 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,056 |
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 | $70,299 | $55,636+26.4% | $81,983-14.3% | $73,488-4.3% |
| Participation rate | 76.8% | 62.3%+14.5pp | 69.2%+7.6pp | 70.7%+6.1pp |
| Annual return | 15.95% | 19.07%-3.1pp | 41.31%-25.4pp | 28.51%-12.6pp |
| Employer contribution / active EE | $945 | $1,625-41.9% | $2,498-62.2% | $2,270-58.4% |
| Participant deferral / active EE | $3,028 | $2,762+9.6% | $3,722-18.6% | $3,740-19.0% |
| Admin fee / account holder | $220 | $493-55.3% | $5,664-96.1% | $513-57.1% |