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.2 years Filed as: CHARLES D EPSTEIN Service code 27 DBA EPSTEIN FINANCIAL · HOLYOKE, MA 01040 | Advisory (Plan) | $18,750 |
THE ANGELL PENSION GROUP, INC.3+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $14,189 |
CSW INC3+ years Service code 99 45 TYBURSKI RD · LUDLOW, MA 01056 | Other Fees | $9,949 |
Filed as: CHARLES EPSTEIN EPSTEIN Service code 27 330 WHITNEY AVE · HOLYOKE, MA 01040 | Advisory (Plan) | $6,250 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,306 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $96,311 | $59,186+62.7% | $76,768+25.5% | $56,287+71.1% |
| Participation rate | 80.7% | 75.2%+5.5pp | 77.0%+3.8pp | 69.9%+10.9pp |
| Annual return | 8.72% | 6.62%+2.1pp | 2.43%+6.3pp | -9.96%+18.7pp |
| Employer contribution / active EE | $1,229 | $1,759-30.1% | $2,485-50.5% | $2,111-41.8% |
| Participant deferral / active EE | $4,334 | $3,255+33.2% | $3,852+12.5% | $3,350+29.4% |
| Admin fee / account holder | $318 | $489-35.1% | $6,675-95.2% | $521-39.0% |