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 | $80,415 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $49,069 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,591 | $95,274+60.2% | $135,903+12.3% | $74,419+105.0% |
| Participation rate | 87.6% | 78.2%+9.4pp | 81.9%+5.7pp | 70.7%+16.9pp |
| Annual return | 19.99% | 32.77%-12.8pp | 68.23%-48.2pp | 34.38%-14.4pp |
| Employer contribution / active EE | $2,586 | $3,874-33.2% | $4,856-46.7% | $2,637-1.9% |
| Participant deferral / active EE | $10,086 | $7,782+29.6% | $7,758+30.0% | $4,528+122.7% |
| Admin fee / account holder | $214 | $266-19.6% | $10,762-98.0% | $348-38.5% |