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 BARNEY2+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $148,375 |
RESEARCH FINANCIAL STRATEGIES2+ years Service code 27 · EIN 27-1964375 | Advisory (Plan) | $47,037 |
CHARLES SCHWAB & CO., INC.2+ years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $14,403 |
Service code 27 · EIN 27-0896966 | Advisory (Plan) | $6,336 |
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 | $607,290 | $48,076+1163.2% | $78,689+671.8% | $62,891+865.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 10.72% | 31.35%-20.6pp | 62.18%-51.5pp | 20.14%-9.4pp |
| Employer contribution / active EE | $36,571 | $2,015+1715.2% | $2,851+1182.9% | $2,281+1503.4% |
| Participant deferral / active EE | $4,880 | $2,588+88.6% | $3,517+38.8% | $3,203+52.4% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,510-100.0% | $4,296-100.0% |