See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $151,534 |
RESEARCH FINANCIAL STRATEGIES1+ years Service code 27 · EIN 27-1964375 | Advisory (Plan) | $42,288 |
CHARLES SCHWAB & CO., INC.1+ years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $10,588 |
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 | $568,888 | $45,152+1159.9% | $73,843+670.4% | $59,632+854.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.90% | 27.40%-26.5pp | 2267.84%-2266.9pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $34,589 | $1,902+1718.8% | $2,787+1140.9% | $2,203+1470.4% |
| Participant deferral / active EE | $4,812 | $2,574+87.0% | $3,583+34.3% | $3,192+50.8% |
| Admin fee / account holder | $0 | $3,516-100.0% | $4,880-100.0% | $4,297-100.0% |