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 |
|---|---|---|
Filed as: BUCKINGHAM ASSET MANAGEMENT Service code 28 · EIN 20-8306720 | Investment Management | $30,681 |
FMF&E WEALTH MANAGEMENT, LLC7+ years Service code 27 · EIN 16-1587252 | Advisory (Plan) | $22,885 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $10,887 |
WILMINGTON TRUST2 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $5,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$64,955 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,101 | $82,202+58.3% | $125,339+3.8% | $64,808+100.7% |
| Participation rate | 90.4% | 77.9%+12.6pp | 82.4%+8.1pp | 71.5%+19.0pp |
| Annual return | -16.88% | 3.48%-20.4pp | 572.05%-588.9pp | 32.82%-49.7pp |
| Employer contribution / active EE | $2,437 | $3,615-32.6% | $4,814-49.4% | $2,506-2.7% |
| Participant deferral / active EE | $9,457 | $7,175+31.8% | $7,446+27.0% | $4,310+119.4% |
| Admin fee / account holder | $8 | $163-95.3% | $10,010-99.9% | $188-95.9% |