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 |
|---|---|---|
FINDLEY3+ years Filed as: FINDLEY DAVIES Service code 15 · EIN 34-1213174 | Recordkeeping | $82,133 |
Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $14,841 |
MATRIX TRUST COMPANY1 year Filed as: MG TRUST D/B/A MATRIX TRUST COMPANY Service code 19 · EIN 75-3182674 | Securities Custodian | $8,566 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,229 | $38,833-45.3% | $78,778-73.1% | $77,958-72.8% |
| Participation rate | 85.4% | 60.9%+24.4pp | 69.2%+16.2pp | 71.6%+13.7pp |
| Annual return | 17.76% | 20.31%-2.5pp | 35.62%-17.9pp | 20.87%-3.1pp |
| Employer contribution / active EE | $441 | $840-47.5% | $1,986-77.8% | $2,310-80.9% |
| Participant deferral / active EE | $2,158 | $1,776+21.5% | $2,958-27.1% | $3,537-39.0% |
| Admin fee / account holder | $35 | $89-61.1% | $5,134-99.3% | $97-64.5% |