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 BARNEY10+ years Filed as: GRAYSTONE CONSULTING Service code 16 · EIN 36-3145972 | Consulting | $85,169 |
LINCOLN NATIONAL CORPORATION8 years Service code 13 · EIN 35-1140070 | Contract Administrator | $58,789 |
Service code 16 · EIN 81-1580168 | Consulting | $11,241 |
FERGUSON WELLMAN CAPITAL1 year Service code 26 · EIN 93-0646988 | Advisory (Participants) | $1,421 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 26 · EIN 94-1737782 | Advisory (Participants) | $196 |
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 | $709,689 | $100,923+603.2% | $150,045+373.0% | $74,304+855.1% |
| Participation rate | 87.4% | 70.1%+17.3pp | 82.3%+5.1pp | 60.3%+27.1pp |
| Annual return | 20.39% | 51.77%-31.4pp | 62.55%-42.2pp | 29.43%-9.0pp |
| Employer contribution / active EE | $16,371 | $3,463+372.7% | $4,693+248.8% | $2,241+630.4% |
| Participant deferral / active EE | $13,002 | $6,709+93.8% | $7,997+62.6% | $3,767+245.1% |
| Admin fee / account holder | $602 | $2,767-78.2% | $13,435-95.5% | $2,969-79.7% |