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 BARNEY5+ years Filed as: MORGAN STANLEY Service code 19 · EIN 20-8764829 | Securities Custodian | $35,774 |
CHARLES SCHWAB & CO., INC.5+ years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $600 |
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 | $438,653 | $51,620+749.8% | $90,281+385.9% | $65,185+572.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 22.87% | 24.94%-2.1pp | 78.10%-55.2pp | 29.38%-6.5pp |
| Employer contribution / active EE | $26,372 | $2,235+1080.2% | $2,854+823.9% | $2,177+1111.6% |
| Participant deferral / active EE | $4,926 | $2,871+71.6% | $3,885+26.8% | $3,514+40.2% |
| Admin fee / account holder | $0 | $384-100.0% | $5,351-100.0% | $847-100.0% |