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 50 · EIN 11-1740492 | Direct Payment | $479,946 |
USI CONSULTING GROUP3 years Service code 15 · EIN 06-1053228 | Recordkeeping | $260,025 |
Service code 14 · EIN 11-1896570 | Plan Administrator | $50,512 |
PROSKAUER ROSE LLP1 year Service code 29 · EIN 13-1840454 | Legal | $15,023 |
Filed as: GOULD, KOBRICK AND SCHLAPP, P.C. Service code 10 · EIN 13-3082707 | Accounting | $13,000 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $12,556 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,006 | $144,996-85.5% | $111,297-81.1% | $93,030-77.4% |
| Participation rate | 100.0% | 86.2%+13.8pp | 77.3%+22.7pp | 73.9%+26.1pp |
| Annual return | 15.67% | 18.26%-2.6pp | 54.65%-39.0pp | 158.70%-143.0pp |
| Employer contribution / active EE | $1,802 | $3,056-41.0% | $2,731-34.0% | $2,706-33.4% |
| Participant deferral / active EE | $664 | $5,587-88.1% | $4,487-85.2% | $4,562-85.4% |
| Admin fee / account holder | $164 | $103+58.4% | $7,964-97.9% | $152+8.1% |