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 BARNEY2 years Filed as: MORGAN STANLEY GLOBAL Service code 28 · EIN 26-4310632 | Investment Management | $69,000 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $65,950 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $89 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,574 | $78,485+214.2% | $106,213+132.2% | $74,495+231.0% |
| Participation rate | 97.8% | 72.8%+25.0pp | 75.3%+22.5pp | 67.2%+30.6pp |
| Annual return | 14.92% | 15.95%-1.0pp | 116.14%-101.2pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $13,635 | $2,523+440.5% | $3,171+329.9% | $2,623+419.8% |
| Participant deferral / active EE | $10,154 | $4,322+134.9% | $5,016+102.4% | $4,346+133.7% |
| Admin fee / account holder | $511 | $2,232-77.1% | $11,033-95.4% | $1,942-73.7% |