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 15 · EIN 13-3689044 | Recordkeeping | $53,155 |
GIBBS WEALTH MANAGEMENT, LLC2 years Service code 27 · EIN 47-5148116 | Advisory (Plan) | $50,061 |
Filed as: FIDUCIARY OUTSOURCING, LLC DBA PMA Service code 15 · EIN 47-2079321 | Recordkeeping | $24,949 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $32 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,295 | $42,886+66.2% | $88,946-19.8% | $85,563-16.7% |
| Participation rate | 50.3% | 37.9%+12.4pp | 68.8%-18.6pp | 66.0%-15.7pp |
| Annual return | 17.97% | 44.56%-26.6pp | 57.82%-39.9pp | 31.51%-13.5pp |
| Employer contribution / active EE | $804 | $1,147-29.9% | $2,555-68.5% | $2,654-69.7% |
| Participant deferral / active EE | $4,392 | $2,108+108.4% | $4,581-4.1% | $4,375+0.4% |
| Admin fee / account holder | $484 | $2,263-78.6% | $8,261-94.1% | $834-42.0% |