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 BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $40,254 |
CHARLES SCHWAB & CO., INC.1+ years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $3,504 |
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 | $318,334 | $45,152+605.0% | $73,843+331.1% | $59,632+433.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.97% | 27.40%-28.4pp | 2267.84%-2268.8pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $19,135 | $1,902+906.2% | $2,787+586.5% | $2,203+768.8% |
| Participant deferral / active EE | $1,294 | $2,574-49.7% | $3,583-63.9% | $3,192-59.5% |
| Admin fee / account holder | $0 | $3,516-100.0% | $4,880-100.0% | $4,297-100.0% |