Filed April 23, 2021 (most recent of 4 filings on file)
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 |
|---|---|---|
RETIREMENT DIRECT4 years Service code 64 · EIN 91-2076699 | Recordkeeping Fees | $18,589 |
CHARLES SCHWAB & CO., INC.5 years Service code 19 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,047 | $102,553-7.3% | $151,611-37.3% | $66,914+42.0% |
| Participation rate | 97.2% | 85.5%+11.7pp | 87.5%+9.7pp | 69.8%+27.4pp |
| Annual return | -13.34% | -10.82%-2.5pp | 3.33%-16.7pp | 1.58%-14.9pp |
| Employer contribution / active EE | $6,542 | $4,180+56.5% | $6,166+6.1% | $2,544+157.1% |
| Participant deferral / active EE | $6,389 | $6,641-3.8% | $8,363-23.6% | $4,237+50.8% |
| Admin fee / account holder | $82 | $630-86.9% | $11,616-99.3% | $593-86.1% |