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: EUBEL BRADY & SUTTMAN ASSET MA Service code 27 · EIN 31-1386402 | Advisory (Plan) | $52,966 |
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP Service code 27 · EIN 31-1440043 | Advisory (Plan) | $24,738 |
MILLIMAN, INC.8 years Service code 15 · EIN 91-0675641 | Recordkeeping | $8,103 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,975 |
FOSTER & MOTLEY INC1 year Filed as: FOSTER & MOTLEY Service code 27 · EIN 31-1482336 | Advisory (Plan) | $4,158 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $103 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,070 | $129,095+8.5% | $184,200-24.0% | $77,671+80.3% |
| Participation rate | 98.0% | 87.3%+10.7pp | 86.8%+11.2pp | 70.6%+27.4pp |
| Annual return | 17.94% | 33.29%-15.3pp | 28.80%-10.9pp | 31.21%-13.3pp |
| Employer contribution / active EE | $5,316 | $4,410+20.5% | $6,424-17.3% | $2,726+95.0% |
| Participant deferral / active EE | $7,232 | $7,300-0.9% | $9,132-20.8% | $4,648+55.6% |
| Admin fee / account holder | $221 | $256-13.6% | $13,907-98.4% | $430-48.6% |