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 26 · EIN 82-0494854 | Advisory (Participants) | $60,679 |
RANDALL & HURLEY, INC.7+ years Service code 15 · EIN 91-1661080 | Recordkeeping | $43,775 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,910 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,066 | $92,303-57.7% | $152,466-74.4% | $86,799-55.0% |
| Participation rate | 93.2% | 81.1%+12.1pp | 78.2%+15.0pp | 72.3%+20.9pp |
| Annual return | 20.96% | 531.69%-510.7pp | 757.33%-736.4pp | 97.91%-76.9pp |
| Employer contribution / active EE | $3,055 | $3,748-18.5% | $4,327-29.4% | $2,405+27.0% |
| Participant deferral / active EE | $4,671 | $5,599-16.6% | $5,820-19.7% | $4,131+13.1% |
| Admin fee / account holder | $272 | $150+81.3% | $15,805-98.3% | $170+60.3% |