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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $90,457 |
CAP FINANCIAL PARTNERS, LLC2 years Filed as: CAP FINANCIAL PARTNERS LLC Service code 28 · EIN 26-0058143 | Investment Management | $60,748 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,264 | $88,890+107.3% | $102,423+79.9% | $77,643+137.3% |
| Participation rate | 97.9% | 80.9%+17.0pp | 76.5%+21.4pp | 70.6%+27.4pp |
| Annual return | 20.44% | 24.98%-4.5pp | 29.32%-8.9pp | 31.24%-10.8pp |
| Employer contribution / active EE | $6,760 | $2,698+150.6% | $3,023+123.6% | $2,726+148.0% |
| Participant deferral / active EE | $9,235 | $5,145+79.5% | $5,053+82.8% | $4,647+98.7% |
| Admin fee / account holder | $76 | $235-67.5% | $9,451-99.2% | $430-82.2% |