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 LLC Service code 28 · EIN 11-8506778 | Investment Management | $21,000 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $6,631 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $144,676 | $76,050+90.2% | $96,544+49.9% | $71,457+102.5% |
| Participation rate | 94.6% | 74.4%+20.1pp | 76.0%+18.6pp | 67.9%+26.6pp |
| Annual return | 29.11% | 22.81%+6.3pp | 25.84%+3.3pp | 28.85%+0.3pp |
| Employer contribution / active EE | $2,236 | $2,244-0.4% | $2,965-24.6% | $2,588-13.6% |
| Participant deferral / active EE | $9,533 | $4,215+126.1% | $4,851+96.5% | $4,289+122.3% |
| Admin fee / account holder | $121 | $2,707-95.5% | $8,252-98.5% | $1,587-92.4% |