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 |
|---|---|---|
HARBOR FINANCIAL RESOURCES, INC.6+ years Service code 27 · EIN 36-3957484 | Advisory (Plan) | $30,000 |
Service code 15 · EIN 36-4389114 | Recordkeeping | $29,266 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 82-3967259 | Custodial (securities); Custodial (ot... | $19,729 |
DOWLING & YAHNKE LLC1 year Service code 27 · EIN 26-0266092 | Advisory (Plan) | $3,684 |
CHARLES SCHWAB & CO., INC.6+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $432 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,361 | $78,419+159.3% | $133,956+51.8% | $73,409+177.0% |
| Participation rate | 93.1% | 78.6%+14.5pp | 79.8%+13.3pp | 72.2%+20.9pp |
| Annual return | 14.61% | 33.35%-18.7pp | 45.09%-30.5pp | 59.29%-44.7pp |
| Employer contribution / active EE | $6,473 | $2,044+216.7% | $3,919+65.2% | $2,234+189.8% |
| Participant deferral / active EE | $9,938 | $3,925+153.2% | $5,048+96.9% | $3,805+161.1% |
| Admin fee / account holder | $202 | $161+25.0% | $8,927-97.7% | $158+27.7% |