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 BARNEY5+ years Filed as: MORGAN STANLEY Service code 19 · EIN 20-8764829 | Securities Custodian | $102,010 |
CHARLES SCHWAB & CO., INC.5+ years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $2,636 |
RESEARCH FINANCIAL STRATEGIES5+ years Service code 27 · EIN 27-1964375 | Advisory (Plan) | $1,641 |
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 | $670,842 | $54,762+1125.0% | $90,281+643.1% | $72,985+819.2% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 22.16% | 30.63%-8.5pp | 78.10%-55.9pp | 81.00%-58.8pp |
| Employer contribution / active EE | $37,798 | $2,092+1706.3% | $2,854+1224.2% | $2,440+1449.2% |
| Participant deferral / active EE | $4,867 | $2,887+68.6% | $3,885+25.3% | $3,607+34.9% |
| Admin fee / account holder | $29 | $3,972-99.3% | $5,351-99.5% | $5,124-99.4% |