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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $92,623 |
MORGAN STANLEY SMITH BARNEY3 years Service code 28 · EIN 26-4310632 | Investment Management | $44,116 |
Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $13,711 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $866 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $209,027 | $66,310+215.2% | $93,606+123.3% | $65,185+220.7% |
| Participation rate | 95.1% | 74.0%+21.1pp | 75.8%+19.3pp | 70.2%+24.9pp |
| Annual return | 19.77% | 42.58%-22.8pp | 32.76%-13.0pp | 29.38%-9.6pp |
| Employer contribution / active EE | $6,789 | $2,012+237.4% | $2,718+149.8% | $2,177+211.9% |
| Participant deferral / active EE | $9,060 | $3,342+171.1% | $4,069+122.7% | $3,514+157.8% |
| Admin fee / account holder | $622 | $6,897-91.0% | $7,888-92.1% | $847-26.6% |