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.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
EPIC RETIREMENT PLAN SERVICES2+ years Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,445 | $72,277-95.2% | $101,248-96.6% | $79,858-95.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 27.62% | 22.30%+5.3pp | 46.47%-18.8pp | 31.71%-4.1pp |
| Employer contribution / active EE | $3,611 | $2,692+34.2% | $3,660-1.3% | $2,471+46.1% |
| Participant deferral / active EE | $1,985 | $3,282-39.5% | $4,370-54.6% | $3,740-46.9% |
| Admin fee / account holder | $64 | $4,400-98.6% | $5,945-98.9% | $5,306-98.8% |