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 Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $61,969 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $61,801 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $1 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,174 | $72,607+164.7% | $90,749+111.8% | $66,914+187.2% |
| Participation rate | 97.4% | 73.7%+23.8pp | 75.7%+21.7pp | 69.8%+27.6pp |
| Annual return | -16.42% | -12.28%-4.1pp | -12.16%-4.3pp | 1.58%-18.0pp |
| Employer contribution / active EE | $7,992 | $2,369+237.4% | $2,921+173.6% | $2,544+214.1% |
| Participant deferral / active EE | $9,448 | $3,977+137.6% | $4,564+107.0% | $4,237+123.0% |
| Admin fee / account holder | $482 | $707-31.9% | $8,445-94.3% | $593-18.8% |