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 |
|---|---|---|
GOLDMAN SACHS1 year Service code 27 · EIN 27-0493248 | Advisory (Plan) | $13,148 |
Filed as: FINDEC BENEFIT SERVICES Service code 15 · EIN 85-3986400 | Recordkeeping | $5,728 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,460 | $167,484+8.3% | $151,611+19.7% | $134,475+34.9% |
| Participation rate | 72.2% | 88.4%-16.2pp | 87.5%-15.3pp | 81.2%-9.0pp |
| Annual return | -7.75% | 7.80%-15.6pp | 3.33%-11.1pp | 417.96%-425.7pp |
| Employer contribution / active EE | $3,928 | $6,829-42.5% | $6,166-36.3% | $4,740-17.1% |
| Participant deferral / active EE | $9,740 | $8,986+8.4% | $8,363+16.5% | $6,400+52.2% |
| Admin fee / account holder | $5,180 | $13,783-62.4% | $11,616-55.4% | $11,426-54.7% |