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 BARNEY3+ years Filed as: MORGAN STANLEY Service code 19 · EIN 20-8764829 | Securities Custodian | $154,206 |
RESEARCH FINANCIAL STRATEGIES3+ years Service code 27 · EIN 27-1964375 | Advisory (Plan) | $30,168 |
CHARLES SCHWAB & CO., INC.3+ years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $8,121 |
GLASSMAN WEALTH SERVICES LLC2 years Service code 27 · EIN 27-0896966 | Advisory (Plan) | $2,365 |
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 | $654,643 | $53,127+1132.2% | $86,590+656.0% | $70,131+833.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.44% | 27.66%-11.2pp | 964.84%-948.4pp | 73.14%-56.7pp |
| Employer contribution / active EE | $37,675 | $2,068+1721.6% | $2,839+1226.9% | $2,342+1508.4% |
| Participant deferral / active EE | $5,197 | $2,696+92.8% | $3,609+44.0% | $3,332+56.0% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |