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) | $59,101 |
RANDALL & HURLEY, INC.9+ years Service code 15 · EIN 91-1661080 | Recordkeeping | $40,841 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,440 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,789 | $102,197-62.0% | $142,449-72.8% | $74,419-47.9% |
| Participation rate | 94.7% | 79.8%+14.8pp | 76.8%+17.9pp | 70.7%+23.9pp |
| Annual return | 16.77% | 19.73%-3.0pp | 19.99%-3.2pp | 34.38%-17.6pp |
| Employer contribution / active EE | $3,735 | $5,052-26.1% | $4,847-22.9% | $2,637+41.6% |
| Participant deferral / active EE | $4,909 | $6,304-22.1% | $6,283-21.9% | $4,528+8.4% |
| Admin fee / account holder | $246 | $186+32.2% | $10,011-97.5% | $348-29.4% |