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 |
|---|---|---|
NFP RETIREMENT INC4 years Service code 28 · EIN 33-0905143 | Investment Management | $68,485 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $57,433 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,090 | $49,693+83.3% | $70,515+29.2% | $74,419+22.4% |
| Participation rate | 96.9% | 64.7%+32.3pp | 68.3%+28.6pp | 70.7%+26.2pp |
| Annual return | 18.67% | 21.22%-2.5pp | 32.77%-14.1pp | 34.38%-15.7pp |
| Employer contribution / active EE | $4,333 | $1,773+144.3% | $2,973+45.7% | $2,637+64.3% |
| Participant deferral / active EE | $6,458 | $3,376+91.3% | $4,567+41.4% | $4,528+42.6% |
| Admin fee / account holder | $193 | $316-38.7% | $6,412-97.0% | $348-44.4% |