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 BARNEY6 years Filed as: MORGAN STANLEY Service code 28 · EIN 36-3145972 | Investment Management | $83,019 |
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $67,732 |
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 | $111,386 | $89,282+24.8% | $94,646+17.7% | $74,419+49.7% |
| Participation rate | 98.1% | 82.4%+15.7pp | 80.8%+17.3pp | 70.7%+27.4pp |
| Annual return | 20.43% | 25.96%-5.5pp | 156.71%-136.3pp | 34.38%-14.0pp |
| Employer contribution / active EE | $1,327 | $3,022-56.1% | $3,672-63.9% | $2,637-49.7% |
| Participant deferral / active EE | $9,311 | $8,425+10.5% | $7,418+25.5% | $4,528+105.6% |
| Admin fee / account holder | $355 | $219+62.1% | $7,231-95.1% | $348+2.0% |