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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB Service code 27 · EIN 94-1737782 | Advisory (Plan) | $46,345 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE Service code 27 · EIN 06-0988655 | Advisory (Plan) | $46,105 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $43,974 |
Filed as: NORTHWESTERN MUTUAL Service code 27 · EIN 39-0509570 | Advisory (Plan) | $29,780 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $25,820 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-3180817 | Advisory (Plan) | $23,851 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 94-1347393 | Advisory (Plan) | $22,676 |
Filed as: FIDELITY INVESTMENTS Service code 27 · EIN 04-2882358 | Advisory (Plan) | $22,367 |
Filed as: AMERIPRISE FINANCIAL Service code 27 · EIN 41-0973005 | Advisory (Plan) | $10,824 |
PACIFIC WEALTH MANAGEMENT4+ years Service code 27 12544 HIGH BLUFF DRIVE · SAN DIEGO, CA 92130 | Advisory (Plan) | $6,745 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,783 | $37,196+490.9% | $154,107+42.6% | $55,725+294.4% |
| Participation rate | 60.2% | 64.1%-3.9pp | 83.0%-22.9pp | 70.9%-10.7pp |
| Annual return | -3.99% | 1319.68%-1323.7pp | 735.12%-739.1pp | 244.93%-248.9pp |
| Employer contribution / active EE | $8,947 | $1,614+454.3% | $5,298+68.9% | $2,078+330.5% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $1,046 | $102+930.0% | $13,411-92.2% | $115+808.5% |