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 Service code 99 1585 BROADWAY · NEW YORK, NY 10036 | Other Fees | $46,058 |
GRASSI & CO1 year Filed as: GRASSI & CO CPAS PC Service code 10 488 MADISON AVE · NEW YORK, NY 10022 | Accounting | $43,376 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP INC Service code 99 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Other Fees | $11,200 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $2,554 |
CHARLES SCHWAB & CO., INC.9 years Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $354,550 | $101,317+249.9% | $146,958+141.3% | $74,495+375.9% |
| Participation rate | 94.3% | 75.5%+18.7pp | 82.2%+12.1pp | 67.2%+27.1pp |
| Annual return | 13.55% | 8730.91%-8717.4pp | 418.34%-404.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $14,128 | $3,810+270.8% | $4,933+186.4% | $2,623+438.6% |
| Participant deferral / active EE | $9,547 | $7,303+30.7% | $8,070+18.3% | $4,346+119.7% |
| Admin fee / account holder | $9 | $1,739-99.5% | $12,998-99.9% | $1,942-99.5% |