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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $55,541 |
Service code 26 · EIN 88-0967642 | Advisory (Participants) | $7,989 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
PIMCO FUNDS5 years Filed as: PIMCO Service code 28 · EIN 95-2632339 | Investment Management | $0 |
SEI INVESTMENTS3 years Filed as: SEI INVESTMENTS MANAGEMENT CORPO Service code 28 · EIN 04-2452803 | Investment Management | $0 |
SEI INVESTMENTS5 years Filed as: SEI TRUST COMPANY Service code 19 · EIN 06-1271230 | Securities Custodian | $0 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,303 | $145,877+27.7% | $150,045+24.2% | $102,872+81.1% |
| Participation rate | 97.7% | 79.8%+17.9pp | 82.3%+15.4pp | 73.0%+24.7pp |
| Annual return | 17.38% | 21.37%-4.0pp | 62.55%-45.2pp | 19.06%-1.7pp |
| Employer contribution / active EE | $4,894 | $4,710+3.9% | $4,693+4.3% | $3,526+38.8% |
| Participant deferral / active EE | $10,641 | $9,491+12.1% | $7,997+33.1% | $5,535+92.2% |
| Admin fee / account holder | $12 | $176-93.0% | $13,435-99.9% | $292-95.8% |