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 12 · EIN 13-3689044 | Participant loan processing; Sales lo... | $47,723 |
NEPC, LLC5 years Service code 16 · EIN 26-1429809 | Consulting | $18,041 |
LBMC, PC5 years Filed as: LBMC PC Service code 10 · EIN 62-1199757 | Accounting | $12,100 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,876 | $65,435+84.7% | $86,677+39.5% | $66,914+80.6% |
| Participation rate | 80.2% | 75.5%+4.8pp | 76.6%+3.7pp | 69.8%+10.4pp |
| Annual return | -15.58% | -10.89%-4.7pp | 35.91%-51.5pp | 1.58%-17.2pp |
| Employer contribution / active EE | $4,155 | $2,153+93.0% | $2,836+46.5% | $2,544+63.3% |
| Participant deferral / active EE | $7,126 | $4,100+73.8% | $4,656+53.1% | $4,237+68.2% |
| Admin fee / account holder | $232 | $642-63.9% | $7,493-96.9% | $593-60.9% |