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.9+ years Filed as: CHARLES SCHWAB Service code 27 · EIN 94-1737782 | Advisory (Plan) | $97,859 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $54,127 |
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 94-1347393 | Advisory (Plan) | $33,919 |
TD AMERITRADE, INC.9+ years Filed as: TD AMERITRADE Service code 27 · EIN 06-0988655 | Advisory (Plan) | $32,842 |
Filed as: FIDELITY INVESTMENTS Service code 27 · EIN 04-2882358 | Advisory (Plan) | $24,150 |
LPL FINANCIAL9+ years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $18,113 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-3180817 | Advisory (Plan) | $16,275 |
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $14,944 |
Filed as: AMERIPRISE FINANCIAL Service code 27 · EIN 41-0973005 | Advisory (Plan) | $12,696 |
Filed as: PERSHING LLC Service code 27 · EIN 13-2741729 | Advisory (Plan) | $9,188 |
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.
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 | $291,055 | $47,126+517.6% | $149,673+94.5% | $74,419+291.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 148.38% | 22.75%+125.6pp | 134.42%+14.0pp | 34.38%+114.0pp |
| Employer contribution / active EE | $8,841 | $1,905+364.0% | $4,818+83.5% | $2,637+235.2% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $487 | $343+42.1% | $13,210-96.3% | $348+40.0% |