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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $49,481 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST BANK Service code 28 · EIN 56-1074313 | Investment Management | $14,648 |
SEED PLANNING GROUP LLC1 year Service code 28 · EIN 46-3176421 | Investment Management | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,394 | $119,446+66.9% | $150,045+32.9% | $85,563+133.0% |
| Participation rate | 85.2% | 75.4%+9.8pp | 82.3%+2.9pp | 66.0%+19.2pp |
| Annual return | 18.06% | 23.72%-5.7pp | 62.55%-44.5pp | 31.51%-13.4pp |
| Employer contribution / active EE | $2,810 | $4,078-31.1% | $4,693-40.1% | $2,654+5.9% |
| Participant deferral / active EE | $11,013 | $7,985+37.9% | $7,997+37.7% | $4,375+151.7% |
| Admin fee / account holder | $119 | $548-78.3% | $13,435-99.1% | $834-85.8% |