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 |
|---|---|---|
FINDLEY2 years Filed as: FINDLEY DAVIES Service code 11 · EIN 34-1213174 | Actuarial | $18,651 |
Filed as: FIDUCIARY ADVISORS Service code 26 · EIN 43-1891647 | Advisory (Participants) | $15,625 |
ANDERS MINKLER HUBER & HELM LLP3+ years Filed as: ANDERS MINKLER HUBER & HELM, LLP Service code 10 · EIN 43-0831507 | Accounting | $8,375 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $7,822 |
Participant contribution per participant 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 | $93,130 | $89,739+3.8% | $149,718-37.8% | $62,292+49.5% |
| Participation rate | 97.1% | 85.1%+12.0pp | 87.1%+10.1pp | 69.5%+27.6pp |
| Annual return | 15.90% | 21.01%-5.1pp | 1501.63%-1485.7pp | 28.90%-13.0pp |
| Employer contribution / active EE | $2,675 | $3,233-17.3% | $5,445-50.9% | $2,042+31.0% |
| Participant deferral / active EE | $2,501 | $4,797-47.9% | $6,569-61.9% | $3,169-21.1% |
| Admin fee / account holder | $242 | $551-56.0% | $11,283-97.9% | $479-49.4% |