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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $138,948 |
NFP RETIREMENT INC1 year Service code 28 · EIN 33-0905143 | Investment Management | $32,000 |
SUTTON FROST CARY LLP10+ years Service code 10 · EIN 75-2593210 | Accounting | $22,500 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,993 | $88,890+201.5% | $102,423+161.7% | $77,643+245.2% |
| Participation rate | 95.4% | 80.9%+14.5pp | 76.5%+18.9pp | 70.6%+24.8pp |
| Annual return | 15.48% | 24.98%-9.5pp | 29.32%-13.8pp | 31.24%-15.8pp |
| Employer contribution / active EE | $5,747 | $2,698+113.0% | $3,023+90.1% | $2,726+110.8% |
| Participant deferral / active EE | $17,090 | $5,145+232.1% | $5,053+238.2% | $4,647+267.7% |
| Admin fee / account holder | $123 | $235-47.6% | $9,451-98.7% | $430-71.3% |