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 | $26,144 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $19,292 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,049 | $51,045-2.0% | $70,515-29.0% | $71,457-30.0% |
| Participation rate | 98.3% | 59.4%+38.9pp | 68.3%+30.0pp | 67.9%+30.4pp |
| Annual return | 15.44% | 42.63%-27.2pp | 32.77%-17.3pp | 28.85%-13.4pp |
| Employer contribution / active EE | $851 | $1,790-52.5% | $2,973-71.4% | $2,588-67.1% |
| Participant deferral / active EE | $2,376 | $3,026-21.5% | $4,567-48.0% | $4,289-44.6% |
| Admin fee / account holder | $187 | $1,994-90.6% | $6,412-97.1% | $1,587-88.2% |