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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Service code 28 · EIN 26-4310632 | Investment Management | $25,447 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,360 | $89,652+14.2% | $141,162-27.5% | $65,185+57.0% |
| Participation rate | 87.0% | 74.7%+12.3pp | 82.5%+4.5pp | 70.2%+16.8pp |
| Annual return | 22.15% | 32.79%-10.6pp | 71.39%-49.2pp | 29.38%-7.2pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $14,528 | $5,691+155.3% | $6,709+116.5% | $3,514+313.5% |
| Admin fee / account holder | $128 | $569-77.4% | $10,261-98.7% | $847-84.8% |