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 4-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 |
|---|---|---|
Service code 15 150 STATE ST. · ROCHESTER, NY 14614 | Recordkeeping | $8,482 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $404,217 | $81,460+396.2% | $103,333+291.2% | $80,856+399.9% |
| Participation rate | 96.9% | 66.8%+30.1pp | 74.5%+22.4pp | 67.6%+29.3pp |
| Annual return | 39.08% | 25.55%+13.5pp | 24.88%+14.2pp | 35.59%+3.5pp |
| Employer contribution / active EE | $2,731 | $3,105-12.0% | $3,868-29.4% | $2,755-0.9% |
| Participant deferral / active EE | $8,715 | $3,869+125.3% | $5,057+72.3% | $4,296+102.9% |
| Admin fee / account holder | $76 | $6,566-98.9% | $8,355-99.1% | $6,918-98.9% |