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 BARNEY9+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 19 601 UNION ST, STE 2900 · SEATTLE, WA 98101 | Securities Custodian | $24,737 |
HALBERT HARGROVE GLOBAL ADVISORS9+ years Filed as: HALBERT HARGROVE GLOBAL ADVISORS LL Service code 19 · EIN 33-0804608 | Securities Custodian | $20,988 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 26 · EIN 42-1558009 | Advisory (Participants) | $16,093 |
NORTHWEST PLAN SERVICES, INC.9+ years Service code 15 · EIN 91-2090931 | Recordkeeping | $11,843 |
MARIN FINANCIAL ADVISORS5 years Filed as: MARIN FINANCIAL ADVISORS LLC Service code 19 · EIN 38-3718954 | Securities Custodian | $10,881 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $388,508 | $91,407+325.0% | $135,903+185.9% | $71,457+443.7% |
| Participation rate | 99.3% | 75.7%+23.6pp | 81.9%+17.4pp | 67.9%+31.3pp |
| Annual return | 18.60% | 29.90%-11.3pp | 68.23%-49.6pp | 28.85%-10.2pp |
| Employer contribution / active EE | $22,072 | $3,703+496.0% | $4,856+354.5% | $2,588+753.0% |
| Participant deferral / active EE | $11,908 | $7,092+67.9% | $7,758+53.5% | $4,289+177.6% |
| Admin fee / account holder | $468 | $1,266-63.1% | $10,762-95.7% | $1,587-70.5% |