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 | $52,638 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
PIMCO FUNDS4 years Filed as: PIMCO Service code 28 · EIN 95-2632339 | Investment Management | $0 |
SEI INVESTMENTS2 years Filed as: SEI INVESTMENTS MANAGEMENT CORPO Service code 28 · EIN 04-2452803 | Investment Management | $0 |
SEI INVESTMENTS4 years Filed as: SEI TRUST COMPANY Service code 19 · EIN 06-1271230 | Securities Custodian | $0 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET Service code 18 · EIN 81-4017137 | Investment management; Investment man... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,474 | $122,186+31.3% | $146,958+9.2% | $199,593-19.6% |
| Participation rate | 97.5% | 78.3%+19.2pp | 82.2%+15.3pp | 72.0%+25.5pp |
| Annual return | 15.78% | 30.56%-14.8pp | 418.34%-402.6pp | 34.25%-18.5pp |
| Employer contribution / active EE | $4,415 | $4,093+7.9% | $4,933-10.5% | $3,034+45.5% |
| Participant deferral / active EE | $9,499 | $8,502+11.7% | $8,070+17.7% | $5,087+86.7% |
| Admin fee / account holder | $10 | $179-94.3% | $12,998-99.9% | $269-96.2% |