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: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $89,699 |
Filed as: VALLEY FORGE INVESTMENT CONSUL Service code 28 · EIN 23-2748550 | Investment Management | $52,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,408 | $104,317-26.8% | $159,436-52.1% | $86,799-12.0% |
| Participation rate | 94.7% | 77.7%+17.0pp | 82.8%+11.9pp | 72.3%+22.5pp |
| Annual return | 17.28% | 26.32%-9.0pp | 263.57%-246.3pp | 97.91%-80.6pp |
| Employer contribution / active EE | $4,161 | $3,451+20.6% | $4,829-13.8% | $2,405+73.0% |
| Participant deferral / active EE | $8,376 | $6,837+22.5% | $7,352+13.9% | $4,131+102.8% |
| Admin fee / account holder | $122 | $172-29.0% | $10,799-98.9% | $170-27.9% |