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 7-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.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
EPIC RETIREMENT PLAN SERVICES1+ years Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,748 | $63,114-97.2% | $92,893-98.1% | $65,185-97.3% |
| Participation rate | 93.3% | 68.8%+24.6pp | 76.0%+17.3pp | 70.2%+23.1pp |
| Annual return | 0.00% | 28.75%-28.8pp | 109.41%-109.4pp | 29.38%-29.4pp |
| Employer contribution / active EE | $1,126 | $2,571-56.2% | $3,653-69.2% | $2,177-48.3% |
| Participant deferral / active EE | $533 | $3,108-82.9% | $4,236-87.4% | $3,514-84.8% |
| Admin fee / account holder | $17 | $624-97.2% | $5,794-99.7% | $847-97.9% |