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 9-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.8+ years Filed as: CHARLES SCHWAB Service code 27 · EIN 94-1671384 | Advisory (Plan) | $70,661 |
TD AMERITRADE, INC.7 years Filed as: TD AMERITRADE Service code 27 · EIN 06-0988655 | Advisory (Plan) | $56,077 |
Filed as: FIDELITY INVESTMENTS Service code 27 · EIN 04-2882358 | Advisory (Plan) | $43,470 |
Filed as: AMERIPRISE FINANCIAL Service code 27 · EIN 41-0973005 | Advisory (Plan) | $29,628 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 94-1347393 | Advisory (Plan) | $27,991 |
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $21,113 |
LPL FINANCIAL8+ years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $18,900 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $15,912 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL Service code 27 · EIN 43-1273600 | Advisory (Plan) | $12,952 |
Filed as: NORTHWESTERN MUTUAL Service code 27 · EIN 39-0509570 | Advisory (Plan) | $10,283 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $150,450 | $46,292+225.0% | $143,757+4.7% | $64,808+132.1% |
| Participation rate | 87.1% | 64.2%+22.9pp | 80.3%+6.8pp | 71.5%+15.6pp |
| Annual return | -17.64% | -10.05%-7.6pp | -0.04%-17.6pp | 32.82%-50.5pp |
| Employer contribution / active EE | $478 | $1,910-75.0% | $4,951-90.3% | $2,506-80.9% |
| Participant deferral / active EE | $9,212 | $2,646+248.2% | $5,637+63.4% | $4,310+113.7% |
| Admin fee / account holder | $531 | $154+245.6% | $14,673-96.4% | $188+183.0% |