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 |
|---|---|---|
FINANCIAL ENGINES3 years Filed as: FINANCIAL ENGINES INC Service code 28 · EIN 94-3250323 | Investment Management | $362,669 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $163,425 |
MORGAN STANLEY SMITH BARNEY7 years Service code 28 · EIN 20-8764829 | Investment Management | $61,449 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY US LLP Service code 10 · EIN 39-0859910 | Accounting | $24,938 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $513,368 | $122,259+319.9% | $147,005+249.2% | $199,768+157.0% |
| Participation rate | 96.3% | 78.3%+18.0pp | 82.2%+14.1pp | 72.0%+24.3pp |
| Annual return | 16.07% | 30.58%-14.5pp | 418.76%-402.7pp | 34.26%-18.2pp |
| Employer contribution / active EE | $13,782 | $4,097+236.4% | $4,934+179.3% | $3,037+353.9% |
| Participant deferral / active EE | $19,441 | $8,504+128.6% | $8,070+140.9% | $5,090+282.0% |
| Admin fee / account holder | $192 | $179+7.2% | $13,006-98.5% | $269-28.7% |