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 BARNEY3 years Service code 28 · EIN 26-4310632 | Investment Management | $26,501 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $116,350 | $99,957+16.4% | $149,696-22.3% | $73,488+58.3% |
| Participation rate | 87.2% | 75.7%+11.5pp | 82.5%+4.7pp | 70.7%+16.5pp |
| Annual return | 17.84% | 53.87%-36.0pp | 276.60%-258.8pp | 28.51%-10.7pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $13,668 | $6,073+125.1% | $6,842+99.8% | $3,740+265.5% |
| Admin fee / account holder | $117 | $551-78.7% | $9,309-98.7% | $513-77.2% |