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 BARNEY4+ years Filed as: MORGAN STANLEY Service code 19 · EIN 20-8764829 | Securities Custodian | $38,955 |
Service code 27 · EIN 27-1964375 | Advisory (Plan) | $2,099 |
CHARLES SCHWAB & CO., INC.4+ years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $1,544 |
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 | $360,600 | $44,873+703.6% | $79,464+353.8% | $56,287+540.6% |
| Participation rate | 99.2% | 68.7%+30.4pp | 73.3%+25.8pp | 69.9%+29.3pp |
| Annual return | -5.87% | 0.81%-6.7pp | 718.14%-724.0pp | -9.96%+4.1pp |
| Employer contribution / active EE | $25,570 | $2,140+1094.9% | $2,800+813.1% | $2,111+1111.3% |
| Participant deferral / active EE | $5,589 | $2,746+103.5% | $3,704+50.9% | $3,350+66.9% |
| Admin fee / account holder | $0 | $418-100.0% | $5,113-100.0% | $521-100.0% |