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) | $70,777 |
RANDALL & HURLEY, INC.10+ years Service code 15 · EIN 91-1661080 | Recordkeeping | $42,013 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,940 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,080 | $96,486-56.4% | $153,485-72.6% | $77,643-45.8% |
| Participation rate | 96.3% | 81.6%+14.7pp | 77.1%+19.3pp | 70.6%+25.8pp |
| Annual return | 12.44% | 14.44%-2.0pp | 15.65%-3.2pp | 31.24%-18.8pp |
| Employer contribution / active EE | $3,625 | $5,224-30.6% | $5,039-28.1% | $2,726+33.0% |
| Participant deferral / active EE | $4,832 | $6,609-26.9% | $6,757-28.5% | $4,647+4.0% |
| Admin fee / account holder | $263 | $182+44.3% | $12,724-97.9% | $430-38.8% |