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 |
|---|---|---|
Filed as: STONE HILL FIDUCIARY MANAGEMEN Service code 28 · EIN 45-5608425 | Investment Management | $18,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,194 | $73,638+59.1% | $95,952+22.1% | $73,488+59.5% |
| Participation rate | 93.2% | 76.2%+17.0pp | 77.1%+16.1pp | 70.7%+22.5pp |
| Annual return | 19.13% | 16.78%+2.3pp | 91.61%-72.5pp | 28.51%-9.4pp |
| Employer contribution / active EE | $1,016 | $1,863-45.5% | $2,541-60.0% | $2,270-55.2% |
| Participant deferral / active EE | $7,573 | $3,617+109.4% | $4,167+81.7% | $3,740+102.5% |
| Admin fee / account holder | $101 | $482-79.1% | $6,795-98.5% | $513-80.4% |