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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $250,088 |
CAPFINANCIAL PARTNERS LLC4 years Service code 28 · EIN 26-0058143 | Investment Management | $82,500 |
Filed as: MACIAS GINI AND OCONNELL LLP Service code 10 · EIN 68-0300457 | Accounting | $12,075 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,579 | $112,623-19.6% | $106,213-14.7% | $199,593-54.6% |
| Participation rate | 95.6% | 86.2%+9.3pp | 75.3%+20.3pp | 72.0%+23.6pp |
| Annual return | 15.06% | 15.57%-0.5pp | 116.14%-101.1pp | 34.25%-19.2pp |
| Employer contribution / active EE | $3,018 | $4,575-34.0% | $3,171-4.8% | $3,034-0.5% |
| Participant deferral / active EE | $6,147 | $6,659-7.7% | $5,016+22.5% | $5,087+20.8% |
| Admin fee / account holder | $68 | $107-36.3% | $11,033-99.4% | $269-74.7% |