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 | $403,298 |
Service code 27 · EIN 59-3766965 | Advisory (Plan) | $59,504 |
Filed as: DEAN DORTON ALLEN FORD PLLC Service code 10 · EIN 27-3858252 | Accounting | $18,200 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $1,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,943 | $44,897+0.1% | $84,966-47.1% | $199,593-77.5% |
| Participation rate | 95.0% | 45.7%+49.3pp | 67.5%+27.5pp | 72.0%+23.1pp |
| Annual return | 13.55% | 20.96%-7.4pp | 66.38%-52.8pp | 34.25%-20.7pp |
| Employer contribution / active EE | $1,569 | $1,365+14.9% | $2,727-42.5% | $3,034-48.3% |
| Participant deferral / active EE | $4,523 | $2,668+69.5% | $4,519+0.1% | $5,087-11.1% |
| Admin fee / account holder | $125 | $584-78.6% | $6,149-98.0% | $269-53.5% |