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 |
|---|---|---|
BULLROCK CAPITAL7 years Service code 99 · EIN 81-4243054 | Other Fees | $22,439 |
CHARLES SCHWAB & CO., INC.4 years Filed as: REA AND ASSOCIATES INC. Service code 99 · EIN 34-1310124 | Other Fees | $6,194 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 | Other Services | $4,530 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,468 | $58,264+7.2% | $86,612-27.9% | $71,457-12.6% |
| Participation rate | 91.6% | 65.0%+26.6pp | 71.7%+19.9pp | 67.9%+23.7pp |
| Annual return | 18.11% | 21.63%-3.5pp | 591.07%-573.0pp | 28.85%-10.7pp |
| Employer contribution / active EE | $969 | $2,574-62.3% | $3,022-67.9% | $2,588-62.5% |
| Participant deferral / active EE | $3,700 | $3,436+7.7% | $4,438-16.6% | $4,289-13.7% |
| Admin fee / account holder | $67 | $1,057-93.7% | $5,614-98.8% | $1,587-95.8% |