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 Service code 19 · EIN 20-8764829 | Securities Custodian | $42,339 |
CHARLES SCHWAB & CO., INC.6+ years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $36 |
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 | $505,836 | $66,124+665.0% | $90,404+459.5% | $73,488+588.3% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 18.75% | 17.65%+1.1pp | 1293.02%-1274.3pp | 28.51%-9.8pp |
| Employer contribution / active EE | $25,353 | $2,346+980.5% | $3,262+677.2% | $2,270+1016.8% |
| Participant deferral / active EE | $4,473 | $3,039+47.2% | $3,963+12.9% | $3,740+19.6% |
| Admin fee / account holder | $0 | $396-100.0% | $5,611-100.0% | $513-100.0% |