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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $45,416 |
Filed as: CAP FINANCIAL PARTNERS LLC Service code 28 · EIN 26-0058143 | Investment Management | $34,640 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,066 | $122,693-84.5% | $184,203-89.6% | $199,593-90.4% |
| Participation rate | 97.8% | 86.8%+11.0pp | 86.8%+11.0pp | 72.0%+25.8pp |
| Annual return | 16.08% | 143.91%-127.8pp | 28.81%-12.7pp | 34.25%-18.2pp |
| Employer contribution / active EE | $2,081 | $4,584-54.6% | $6,427-67.6% | $3,034-31.4% |
| Participant deferral / active EE | $4,324 | $7,990-45.9% | $9,131-52.7% | $5,087-15.0% |
| Admin fee / account holder | $54 | $121-55.4% | $13,901-99.6% | $269-80.0% |