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 5-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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $13,060 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $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 | $14,685 | $40,385-63.6% | $80,569-81.8% | $74,419-80.3% |
| Participation rate | 97.9% | 47.4%+50.5pp | 67.0%+30.9pp | 70.7%+27.2pp |
| Annual return | 567.54% | 164.85%+402.7pp | 935.43%-367.9pp | 34.38%+533.2pp |
| Employer contribution / active EE | $1,266 | $1,496-15.4% | $2,723-53.5% | $2,637-52.0% |
| Participant deferral / active EE | $2,565 | $2,674-4.1% | $4,447-42.3% | $4,528-43.4% |
| Admin fee / account holder | $48 | $720-93.4% | $5,377-99.1% | $348-86.3% |