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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $73,319 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 28 · EIN 36-4001764 | Investment Management | $48,954 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,858 | $42,901+27.9% | $91,220-39.9% | $64,808-15.4% |
| Participation rate | 96.4% | 68.1%+28.3pp | 73.2%+23.2pp | 71.5%+24.9pp |
| Annual return | -13.47% | -13.53%+0.1pp | 114.01%-127.5pp | 32.82%-46.3pp |
| Employer contribution / active EE | $2,278 | $1,571+45.0% | $2,850-20.1% | $2,506-9.1% |
| Participant deferral / active EE | $3,575 | $3,501+2.1% | $4,234-15.6% | $4,310-17.1% |
| Admin fee / account holder | $193 | $131+47.4% | $5,420-96.4% | $188+2.9% |