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 |
|---|---|---|
HAYS FINANCIAL GROUP3 years Filed as: THE HAYS FINANCIAL GROUP, LLC Service code 28 · EIN 41-1931920 | Investment Management | $18,453 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $10,755 |
Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $10 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,092 | $49,808-15.5% | $95,745-56.0% | $74,419-43.4% |
| Participation rate | 90.9% | 66.6%+24.3pp | 72.3%+18.6pp | 70.7%+20.2pp |
| Annual return | 28.88% | 24.91%+4.0pp | 28.35%+0.5pp | 34.38%-5.5pp |
| Employer contribution / active EE | $1,172 | $1,639-28.5% | $2,835-58.7% | $2,637-55.6% |
| Participant deferral / active EE | $3,446 | $3,739-7.8% | $4,245-18.8% | $4,528-23.9% |
| Admin fee / account holder | $161 | $311-48.3% | $5,678-97.2% | $348-53.8% |