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 |
|---|---|---|
GREGORY J SCHWARTZ & COMPANY INC8+ years Filed as: GREGORY J. SCHWARTZ & CO., INC. Service code 27 · EIN 38-2117812 | Advisory (Plan) | $44,330 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $32,910 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,237 | $72,607+20.1% | $90,749-3.9% | $66,914+30.4% |
| Participation rate | 98.9% | 73.7%+25.2pp | 75.7%+23.2pp | 69.8%+29.1pp |
| Annual return | -17.25% | -12.28%-5.0pp | -12.16%-5.1pp | 1.58%-18.8pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,921-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,623 | $3,977-8.9% | $4,564-20.6% | $4,237-14.5% |
| Admin fee / account holder | $240 | $707-66.1% | $8,445-97.2% | $593-59.6% |