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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $4,227 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $1,353 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,719 | $70,667-19.7% | $123,104-53.9% | $52,331+8.4% |
| Participation rate | 83.5% | 83.7%-0.2pp | 86.8%-3.3pp | 68.1%+15.4pp |
| Annual return | -0.79% | 6.23%-7.0pp | 13.22%-14.0pp | 4.54%-5.3pp |
| Employer contribution / active EE | $3,326 | $2,946+12.9% | $5,151-35.4% | $1,882+76.8% |
| Participant deferral / active EE | $3,583 | $4,493-20.2% | $6,230-42.5% | $3,022+18.6% |
| Admin fee / account holder | $8 | $506-98.4% | $9,015-99.9% | $592-98.7% |