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 | $50,347 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
PIMCO FUNDS3 years Filed as: PIMCO Service code 28 · EIN 95-2632339 | Investment Management | $0 |
SEI INVESTMENTS1 year Filed as: SEI INVESTMENTS MANAGEMENT CORPO Service code 28 · EIN 04-2452803 | Investment Management | $0 |
SEI INVESTMENTS3 years Filed as: SEI TRUST COMPANY Service code 19 · EIN 06-1271230 | Securities Custodian | $0 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET Service code 18 · EIN 81-4017137 | Custodial (other than securities); Cu... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,018 | $107,459+32.2% | $135,903+4.5% | $80,160+77.2% |
| Participation rate | 96.6% | 78.0%+18.6pp | 81.9%+14.7pp | 72.9%+23.7pp |
| Annual return | 17.06% | 91.91%-74.9pp | 68.23%-51.2pp | 40.38%-23.3pp |
| Employer contribution / active EE | $4,240 | $3,877+9.3% | $4,856-12.7% | $2,978+42.4% |
| Participant deferral / active EE | $9,134 | $8,195+11.5% | $7,758+17.7% | $5,017+82.0% |
| Admin fee / account holder | $11 | $127-91.7% | $10,762-99.9% | $145-92.7% |