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 13 · EIN 31-1360674 | Contract Administrator | $318,634 |
Service code 27 · EIN 59-3766965 | Advisory (Plan) | $59,546 |
Filed as: VONLEHMAN & COMPANY Service code 10 · EIN 31-0905417 | Accounting | $16,500 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $1,005 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,519 | $37,317-7.5% | $77,024-55.2% | $77,904-55.7% |
| Participation rate | 92.3% | 46.9%+45.4pp | 67.9%+24.3pp | 73.7%+18.6pp |
| Annual return | -15.92% | -5.88%-10.0pp | 42.32%-58.2pp | 12.21%-28.1pp |
| Employer contribution / active EE | $1,245 | $1,218+2.2% | $2,812-55.7% | $2,848-56.3% |
| Participant deferral / active EE | $3,905 | $2,564+52.3% | $4,426-11.8% | $4,806-18.7% |
| Admin fee / account holder | $114 | $126-9.1% | $5,425-97.9% | $133-13.8% |