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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 26-4310632 | Advisory (Participants) | $34,735 |
NORTHWEST PLAN SERVICES, INC.6+ years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW STE 250 · SEATTLE, WA 98106 | Recordkeeping | $14,137 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (securities); Trustee (bank... | $6,652 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,470 | $99,957-36.5% | $149,696-57.6% | $73,488-13.6% |
| Participation rate | 67.6% | 75.7%-8.1pp | 82.5%-14.8pp | 70.7%-3.0pp |
| Annual return | 17.75% | 53.87%-36.1pp | 276.60%-258.8pp | 28.51%-10.8pp |
| Employer contribution / active EE | $1,065 | $3,191-66.6% | $4,644-77.1% | $2,270-53.1% |
| Participant deferral / active EE | $7,889 | $6,073+29.9% | $6,842+15.3% | $3,740+111.0% |
| Admin fee / account holder | $217 | $551-60.6% | $9,309-97.7% | $513-57.7% |