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.3 years Filed as: CHARLES D EPSTEIN Service code 27 DBA EPSTEIN FINANCIAL · HOLYOKE, MA 01040 | Advisory (Plan) | $18,750 |
THE ANGELL PENSION GROUP, INC.4+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $13,400 |
CSW INC4+ years Service code 99 45 TYBURSKI RD · LUDLOW, MA 01056 | Other Fees | $11,300 |
CHARLES SCHWAB & CO., INC.2 years 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 | $1,213 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $91,976 | $65,376+40.7% | $87,100+5.6% | $65,185+41.1% |
| Participation rate | 84.2% | 75.3%+8.8pp | 76.9%+7.3pp | 70.2%+14.0pp |
| Annual return | 3.68% | 31.27%-27.6pp | 28.19%-24.5pp | 29.38%-25.7pp |
| Employer contribution / active EE | $1,137 | $1,822-37.6% | $2,521-54.9% | $2,177-47.8% |
| Participant deferral / active EE | $4,125 | $3,388+21.7% | $4,049+1.9% | $3,514+17.4% |
| Admin fee / account holder | $434 | $520-16.4% | $7,497-94.2% | $847-48.7% |