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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Service code 15 · EIN 20-8764829 | Recordkeeping | $37,478 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,770 |
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 | $91,343 | $72,607+25.8% | $90,749+0.7% | $66,914+36.5% |
| Participation rate | 65.3% | 73.7%-8.4pp | 75.7%-10.4pp | 69.8%-4.5pp |
| Annual return | -15.22% | -12.28%-2.9pp | -12.16%-3.1pp | 1.58%-16.8pp |
| Employer contribution / active EE | $2,108 | $2,369-11.0% | $2,921-27.8% | $2,544-17.2% |
| Participant deferral / active EE | $5,016 | $3,977+26.1% | $4,564+9.9% | $4,237+18.4% |
| Admin fee / account holder | $233 | $707-67.1% | $8,445-97.2% | $593-60.8% |