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 BARNEY9 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $101,910 |
Service code 15 · EIN 36-4389114 | Recordkeeping | $81,977 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $63,089 |
CHARLES SCHWAB & CO., INC.9 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,503 | $89,808-76.1% | $100,391-78.6% | $77,643-72.3% |
| Participation rate | 93.2% | 81.2%+12.0pp | 81.5%+11.7pp | 70.6%+22.6pp |
| Annual return | 10.23% | 20.62%-10.4pp | 49.20%-39.0pp | 31.24%-21.0pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $3,942-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $5,676 | $8,284-31.5% | $8,082-29.8% | $4,647+22.1% |
| Admin fee / account holder | $111 | $174-36.2% | $7,899-98.6% | $430-74.2% |