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 12 · EIN 13-3689044 | Investment management; Finders' fees ... | $48,431 |
Filed as: HARRINGTON LANGER AND ASSOCIATES Service code 10 · EIN 41-1532347 | Accounting | $6,375 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $4 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,284 | $51,197+271.7% | $82,719+130.0% | $66,914+184.4% |
| Participation rate | 88.1% | 67.8%+20.2pp | 72.6%+15.5pp | 69.8%+18.2pp |
| Annual return | -13.57% | -9.64%-3.9pp | 701.18%-714.8pp | 1.58%-15.2pp |
| Employer contribution / active EE | $5,775 | $2,611+121.2% | $3,009+91.9% | $2,544+127.0% |
| Participant deferral / active EE | $9,197 | $3,458+166.0% | $4,395+109.3% | $4,237+117.1% |
| Admin fee / account holder | $319 | $416-23.3% | $5,329-94.0% | $593-46.3% |