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) | $56,371 |
RANDALL & HURLEY, INC.8+ years Service code 15 · EIN 91-1661080 | Recordkeeping | $42,378 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,519 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,229 | $163,676-77.9% | $129,110-71.9% | - |
| Participation rate | 94.8% | 66.2%+28.6pp | 77.3%+17.5pp | - |
| Annual return | -14.69% | -11.88%-2.8pp | -10.94%-3.7pp | - |
| Employer contribution / active EE | $3,198 | $2,304+38.8% | $5,052-36.7% | - |
| Participant deferral / active EE | $4,758 | $3,975+19.7% | $6,542-27.3% | - |
| Admin fee / account holder | $269 | $34,290-99.2% | $14,302-98.1% | - |