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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,081 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $10,468 |
Filed as: NEWFRONT RETIREMENT SERVICES, INC Service code 27 450 SANSOME ST · SAN FRANSCISCO, CA 94111 | Advisory (Plan) | $9,244 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,605 | $86,897-70.5% | $151,611-83.1% | $64,808-60.5% |
| Participation rate | 95.2% | 87.3%+7.9pp | 87.5%+7.7pp | 71.5%+23.7pp |
| Annual return | -18.05% | -3.57%-14.5pp | 3.33%-21.4pp | 32.82%-50.9pp |
| Employer contribution / active EE | $3,780 | $4,010-5.7% | $6,166-38.7% | $2,506+50.8% |
| Participant deferral / active EE | $7,799 | $6,690+16.6% | $8,363-6.7% | $4,310+80.9% |
| Admin fee / account holder | $162 | $153+5.9% | $11,616-98.6% | $188-13.8% |