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 |
|---|---|---|
SOLTIS INVESTMENT ADVISORS10+ years Service code 28 · EIN 87-0506413 | Investment Management | $207,946 |
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $12,795 |
HAMILTON CAPITAL LLC5 years Service code 26 · EIN 83-3000171 | Advisory (Participants) | $8,858 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $294 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL 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 | $70,405 | $48,698+44.6% | $93,606-24.8% | $199,593-64.7% |
| Participation rate | 93.5% | 63.5%+30.0pp | 68.7%+24.8pp | 72.0%+21.6pp |
| Annual return | 13.82% | 15.34%-1.5pp | 133.20%-119.4pp | 34.25%-20.4pp |
| Employer contribution / active EE | $2,122 | $1,135+86.9% | $2,420-12.3% | $3,034-30.1% |
| Participant deferral / active EE | $4,431 | $2,817+57.3% | $4,411+0.4% | $5,087-12.9% |
| Admin fee / account holder | $133 | $195-31.7% | $8,285-98.4% | $269-50.5% |