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 |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $25,000 |
THE ANGELL PENSION GROUP, INC.7+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $12,700 |
CSW INC7+ years Service code 99 45 TYBURSKI RD · LUDLOW, MA 01056 | Other Fees | $12,000 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES D EPSTEIN Service code 27 DBA EPSTEIN FINANCIAL · HOLYOKE, MA 01040 | Advisory (Plan) | $0 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,623 | $65,435+41.5% | $86,677+6.9% | $66,914+38.4% |
| Participation rate | 91.7% | 75.5%+16.2pp | 76.6%+15.1pp | 69.8%+21.9pp |
| Annual return | -18.57% | -10.89%-7.7pp | 35.91%-54.5pp | 1.58%-20.2pp |
| Employer contribution / active EE | $1,246 | $2,153-42.1% | $2,836-56.1% | $2,544-51.0% |
| Participant deferral / active EE | $5,058 | $4,100+23.4% | $4,656+8.6% | $4,237+19.4% |
| Admin fee / account holder | $310 | $642-51.6% | $7,493-95.9% | $593-47.7% |