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 Service code 19 450 ROYAL PALM WAY, 5TH FLOOR · PALM BEACH ISLAND, FL 33490 | Securities Custodian | $26,323 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 · EIN 94-1737782 | Securities Custodian | $22,195 |
SUNTRUST BANKS, INC.3 years Filed as: TRUIST INVESTMENT SERVICES Service code 19 P. O. BOX 596 · RICHMOND, VA 23286 | Securities Custodian | $11,994 |
OPPENHEIMER6 years Filed as: OPPENHEIMER & CO., INC. Service code 19 85 BROAD STREET · NEW YORK, NY 10004 | Securities Custodian | $9,276 |
Filed as: ASSETMARK Service code 19 P. O. BOX 40018 · LYNCHBURG, VA 245064018 | Securities Custodian | $7,360 |
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 | $390,324 | $65,061+499.9% | $143,757+171.5% | $66,914+483.3% |
| Participation rate | 94.3% | 65.2%+29.1pp | 80.3%+14.0pp | 69.8%+24.5pp |
| Annual return | -14.13% | -11.14%-3.0pp | -0.04%-14.1pp | 1.58%-15.7pp |
| Employer contribution / active EE | $23,349 | $2,361+889.1% | $4,951+371.6% | $2,544+817.7% |
| Participant deferral / active EE | $15,218 | $2,919+421.4% | $5,637+170.0% | $4,237+259.2% |
| Admin fee / account holder | $527 | $502+5.1% | $14,673-96.4% | $593-11.1% |