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 INC5 years Service code 28 · EIN 33-0905143 | Investment Management | $37,256 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $33,113 |
Annual investment return 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 | $69,414 | $54,517+27.3% | $75,972-8.6% | $74,495-6.8% |
| Participation rate | 93.9% | 60.3%+33.6pp | 69.1%+24.9pp | 67.2%+26.7pp |
| Annual return | 10.38% | 31.82%-21.4pp | 359.55%-349.2pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $1,802 | $1,777+1.4% | $2,685-32.9% | $2,623-31.3% |
| Participant deferral / active EE | $6,754 | $3,066+120.3% | $4,255+58.7% | $4,346+55.4% |
| Admin fee / account holder | $192 | $2,229-91.4% | $6,467-97.0% | $1,942-90.1% |