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 |
|---|---|---|
TRI-AD ACTUARIES, INC.4+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $1,240 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 28 · EIN 42-1558009 | Investment Management | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,951 | $79,523-9.5% | $140,016-48.6% | $56,287+27.8% |
| Participation rate | 97.6% | 85.7%+11.9pp | 87.5%+10.1pp | 69.9%+27.7pp |
| Annual return | -2.64% | 2.39%-5.0pp | 651.12%-653.8pp | -9.96%+7.3pp |
| Employer contribution / active EE | $2,820 | $3,350-15.8% | $5,606-49.7% | $2,111+33.6% |
| Participant deferral / active EE | $7,366 | $5,129+43.6% | $6,927+6.3% | $3,350+119.9% |
| Admin fee / account holder | $6 | $614-99.0% | $10,705-99.9% | $521-98.8% |