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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $132,056 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $122,862 |
Filed as: CHARLES SCWAB & CO INC Service code 35 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $494 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,204 | $114,195-14.0% | $106,548-7.8% | $93,030+5.6% |
| Participation rate | 96.9% | 86.4%+10.5pp | 76.1%+20.7pp | 73.9%+23.0pp |
| Annual return | 15.65% | 22.18%-6.5pp | 26.80%-11.2pp | 158.70%-143.1pp |
| Employer contribution / active EE | $4,354 | $4,009+8.6% | $2,819+54.5% | $2,706+60.9% |
| Participant deferral / active EE | $3,773 | $5,908-36.1% | $4,398-14.2% | $4,562-17.3% |
| Admin fee / account holder | $189 | $105+80.5% | $7,407-97.4% | $152+24.7% |