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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $368,799 |
CREATIVE PLANNING LLC1 year Service code 26 · EIN 43-1270780 | Advisory (Participants) | $10,883 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 26 · EIN 36-4319587 | Advisory (Participants) | $9,426 |
TOWNSQUARE CAPITAL LLC1 year Service code 26 · EIN 82-1306760 | Advisory (Participants) | $7,084 |
BOYCE & ASSOCIATES, INC.2 years Filed as: BOYCE & ASSOCIATES WEALTH Service code 26 · EIN 82-0734231 | Advisory (Participants) | $6,938 |
FISHER INVESTMENTS1 year Service code 26 · EIN 20-2480800 | Advisory (Participants) | $6,926 |
Filed as: INVESTMENT MANAGEMENT ASSOCIAT Service code 26 · EIN 84-0783118 | Advisory (Participants) | $6,613 |
QUARRY HILL ADVISORS LLC1 year Service code 26 · EIN 82-0844050 | Advisory (Participants) | $5,291 |
Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Other inv... | $1,855 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,699 | $119,627-10.8% | $146,958-27.4% | $99,062+7.7% |
| Participation rate | 97.6% | 73.4%+24.2pp | 82.2%+15.5pp | 71.6%+26.0pp |
| Annual return | 17.25% | 28.82%-11.6pp | 418.34%-401.1pp | 17.66%-0.4pp |
| Employer contribution / active EE | $3,119 | $4,153-24.9% | $4,933-36.8% | $3,262-4.4% |
| Participant deferral / active EE | $7,541 | $7,997-5.7% | $8,070-6.6% | $5,331+41.4% |
| Admin fee / account holder | $38 | $150-74.6% | $12,998-99.7% | $109-65.1% |