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.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $57,878 |
HIGHLAND CONSULTING ASSOCIATES9+ years Service code 28 · EIN 34-1753575 | Investment Management | $45,386 |
WILLIAM VAUGHAN COMPANY5 years Service code 10 · EIN 34-1145015 | Accounting | $7,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,924 | $102,197+8.5% | $142,449-22.1% | $74,419+49.1% |
| Participation rate | 92.7% | 79.8%+12.9pp | 76.8%+16.0pp | 70.7%+22.0pp |
| Annual return | 19.40% | 19.73%-0.3pp | 19.99%-0.6pp | 34.38%-15.0pp |
| Employer contribution / active EE | $3,035 | $5,052-39.9% | $4,847-37.4% | $2,637+15.1% |
| Participant deferral / active EE | $6,575 | $6,304+4.3% | $6,283+4.6% | $4,528+45.2% |
| Admin fee / account holder | $265 | $186+42.5% | $10,011-97.4% | $348-23.9% |