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 | Recordkeeping fees; Recordkeeping and... | $88,448 |
UBS FINANCIAL SERVICES INC7 years Service code 16 · EIN 13-2638166 | Consulting | $28,786 |
THE WHITLOCK COMPANY8+ years Filed as: THE WHITLOCK COMPANY LLP Service code 10 · EIN 43-1365401 | Accounting | $10,450 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $126 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,596 | $72,254-20.3% | $86,677-33.6% | $64,808-11.1% |
| Participation rate | 94.7% | 80.4%+14.3pp | 76.6%+18.1pp | 71.5%+23.2pp |
| Annual return | -16.46% | 392.42%-408.9pp | 35.91%-52.4pp | 32.82%-49.3pp |
| Employer contribution / active EE | $1,552 | $2,393-35.2% | $2,836-45.3% | $2,506-38.1% |
| Participant deferral / active EE | $4,872 | $4,658+4.6% | $4,656+4.6% | $4,310+13.0% |
| Admin fee / account holder | $135 | $174-22.2% | $7,493-98.2% | $188-28.0% |