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 BARNEY3 years Service code 28 · EIN 26-4310632 | Investment Management | $66,930 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.8+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $313,714 | $84,487+271.3% | $125,339+150.3% | $66,914+368.8% |
| Participation rate | 94.0% | 76.4%+17.6pp | 82.4%+11.6pp | 69.8%+24.2pp |
| Annual return | -17.41% | -8.39%-9.0pp | 572.05%-589.5pp | 1.58%-19.0pp |
| Employer contribution / active EE | $15,943 | $3,553+348.7% | $4,814+231.2% | $2,544+526.6% |
| Participant deferral / active EE | $14,649 | $6,781+116.0% | $7,446+96.7% | $4,237+245.8% |
| Admin fee / account holder | $353 | $685-48.4% | $10,010-96.5% | $593-40.5% |