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 |
|---|---|---|
Service code 33 570 LEXINGTON AVE · NEW YORK, NY 10022 | Securities brokerage; Direct payment ... | $67,748 |
WATKINS ROSS7 years Service code 33 · EIN 38-1477362 200 OTTAWA AVE NW · GRAND RAPIDS, MI 49503 | Direct payment from the plan; Securit... | $58,162 |
Service code 64 150 STATE STREET · ROCHESTER, NY 14614 | Recordkeeping Fees | $8,405 |
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB BANK Service code 33 · EIN 16-1450952 150 STATE STREET · ROCHESTER, NY 14614 | Securities brokerage; Direct payment ... | $14 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,543 | $86,897-52.2% | $151,611-72.6% | $64,808-35.9% |
| Participation rate | 86.2% | 87.3%-1.1pp | 87.5%-1.3pp | 71.5%+14.7pp |
| Annual return | -17.18% | -3.57%-13.6pp | 3.33%-20.5pp | 32.82%-50.0pp |
| Employer contribution / active EE | $2,976 | $4,010-25.8% | $6,166-51.7% | $2,506+18.7% |
| Participant deferral / active EE | $5,445 | $6,690-18.6% | $8,363-34.9% | $4,310+26.3% |
| Admin fee / account holder | $220 | $153+44.1% | $11,616-98.1% | $188+17.3% |