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) | $48,119 |
CHARM SCIENCES INC.1 year Filed as: CHARM SCIENCES INC Service code 99 659 ANDOVER ST · LAWRENCE, MA 01843 | Other Fees | $15,438 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,138 | $99,078+6.1% | $96,544+8.9% | $74,419+41.3% |
| Participation rate | 99.4% | 80.7%+18.7pp | 76.0%+23.4pp | 70.7%+28.6pp |
| Annual return | 15.35% | 22.48%-7.1pp | 25.84%-10.5pp | 34.38%-19.0pp |
| Employer contribution / active EE | $2,819 | $2,570+9.7% | $2,965-4.9% | $2,637+6.9% |
| Participant deferral / active EE | $5,688 | $4,933+15.3% | $4,851+17.2% | $4,528+25.6% |
| Admin fee / account holder | $162 | $225-27.7% | $8,252-98.0% | $348-53.3% |