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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $68,561 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS INC Service code 28 · EIN 06-1397347 | Investment Management | $28,714 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,052 | $99,078-31.3% | $96,544-29.5% | $74,419-8.6% |
| Participation rate | 97.7% | 80.7%+17.1pp | 76.0%+21.8pp | 70.7%+27.0pp |
| Annual return | 21.86% | 22.48%-0.6pp | 25.84%-4.0pp | 34.38%-12.5pp |
| Employer contribution / active EE | $2,074 | $2,570-19.3% | $2,965-30.0% | $2,637-21.4% |
| Participant deferral / active EE | $6,356 | $4,933+28.8% | $4,851+31.0% | $4,528+40.4% |
| Admin fee / account holder | $169 | $225-25.0% | $8,252-98.0% | $348-51.5% |