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 19 · EIN 26-4310632 | Securities Custodian | $38,486 |
CHARLES SCHWAB & CO., INC.1+ years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $4,028 |
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 | $273,207 | $41,854+552.8% | $73,843+270.0% | $52,331+422.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | -1.46% | 2.11%-3.6pp | 2267.84%-2269.3pp | 4.54%-6.0pp |
| Employer contribution / active EE | $25,398 | $1,920+1222.6% | $2,787+811.1% | $1,882+1249.7% |
| Participant deferral / active EE | $4,676 | $2,498+87.2% | $3,583+30.5% | $3,022+54.7% |
| Admin fee / account holder | $0 | $493-100.0% | $4,880-100.0% | $592-100.0% |