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 BARNEY4+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $19,704 |
Service code 15 · EIN 36-4389114 | Recordkeeping | $11,947 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,317 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,775 | $66,302-9.8% | $110,238-45.8% | $56,287+6.2% |
| Participation rate | 54.0% | 74.9%-20.9pp | 79.8%-25.8pp | 69.9%-15.8pp |
| Annual return | -7.94% | -1.18%-6.8pp | 314.74%-322.7pp | -9.96%+2.0pp |
| Employer contribution / active EE | $1,077 | $2,047-47.4% | $3,826-71.9% | $2,111-49.0% |
| Participant deferral / active EE | $1,829 | $3,381-45.9% | $4,672-60.8% | $3,350-45.4% |
| Admin fee / account holder | $391 | $698-44.1% | $8,547-95.4% | $521-25.0% |