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 | Shareholder servicing fees; Direct pa... | $39,812 |
NEPC, LLC6 years Service code 16 · EIN 26-1429809 | Consulting | $11,597 |
LBMC, PC6 years Filed as: LBMC PC Service code 10 · EIN 62-1199757 | Accounting | $10,000 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $400 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,155 | $76,050+92.2% | $96,544+51.4% | $71,457+104.5% |
| Participation rate | 82.3% | 74.4%+7.9pp | 76.0%+6.3pp | 67.9%+14.4pp |
| Annual return | 16.75% | 22.81%-6.1pp | 25.84%-9.1pp | 28.85%-12.1pp |
| Employer contribution / active EE | $4,419 | $2,244+96.9% | $2,965+49.1% | $2,588+70.8% |
| Participant deferral / active EE | $7,666 | $4,215+81.8% | $4,851+58.0% | $4,289+78.7% |
| Admin fee / account holder | $194 | $2,707-92.8% | $8,252-97.6% | $1,587-87.8% |