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 7-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 10 · EIN 83-3026242 125 FRONT STREET · MINEOLA, NY 11501 | Accounting | $8,500 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO., INC Service code 28 · EIN 20-6043552 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Investment Management | $825 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $1,812 | $50,199-96.4% | $70,092-97.4% | $66,914-97.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 70.5%+29.5pp | 69.8%+30.2pp |
| Annual return | -14.02% | -13.85%-0.2pp | 190.73%-204.8pp | 1.58%-15.6pp |
| Employer contribution / active EE | $638 | $1,864-65.8% | $2,559-75.1% | $2,544-74.9% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $3,849-100.0% | $4,237-100.0% |
| Admin fee / account holder | $59 | $600-90.2% | $6,267-99.1% | $593-90.1% |