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 BARNEY2 years Filed as: MORGAN STANLEY GLOBAL Service code 28 · EIN 26-4310632 | Investment Management | $32,047 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $6,108 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,579 | $101,317+22.0% | $146,958-15.9% | $74,495+65.9% |
| Participation rate | 93.4% | 75.5%+17.8pp | 82.2%+11.2pp | 67.2%+26.2pp |
| Annual return | 18.64% | 8730.91%-8712.3pp | 418.34%-399.7pp | 1364.94%-1346.3pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $17,919 | $7,303+145.4% | $8,070+122.1% | $4,346+312.3% |
| Admin fee / account holder | $126 | $1,739-92.7% | $12,998-99.0% | $1,942-93.5% |