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 BARNEY5 years Service code 28 · EIN 26-4310632 | Investment Management | $29,236 |
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 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $96,157 | $84,487+13.8% | $125,339-23.3% | $66,914+43.7% |
| Participation rate | 92.0% | 76.4%+15.6pp | 82.4%+9.7pp | 69.8%+22.2pp |
| Annual return | -21.72% | -8.39%-13.3pp | 572.05%-593.8pp | 1.58%-23.3pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $16,002 | $6,781+136.0% | $7,446+114.9% | $4,237+277.7% |
| Admin fee / account holder | $120 | $685-82.5% | $10,010-98.8% | $593-79.8% |