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 9-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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,228 |
MORGAN STANLEY SMITH BARNEY8+ years Service code 15 · EIN 20-8764829 | Recordkeeping | $26,094 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,553 | $30,086+51.4% | $61,373-25.8% | $64,808-29.7% |
| Participation rate | 31.9% | 36.4%-4.5pp | 52.6%-20.7pp | 71.5%-39.6pp |
| Annual return | -16.16% | -13.99%-2.2pp | 338.61%-354.8pp | 32.82%-49.0pp |
| Employer contribution / active EE | $196 | $536-63.4% | $1,159-83.1% | $2,506-92.2% |
| Participant deferral / active EE | $1,570 | $1,126+39.5% | $2,125-26.1% | $4,310-63.6% |
| Admin fee / account holder | $262 | $148+76.6% | $2,130-87.7% | $188+39.3% |