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 | Float revenue; Participant loan proce... | $116,045 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $95,159 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $374 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,102 | $185,342-36.3% | $111,297+6.1% | $86,799+36.1% |
| Participation rate | 96.0% | 81.0%+15.0pp | 77.3%+18.6pp | 72.3%+23.7pp |
| Annual return | 13.86% | 500.80%-486.9pp | 54.65%-40.8pp | 97.91%-84.0pp |
| Employer contribution / active EE | $2,561 | $2,246+14.0% | $2,731-6.2% | $2,405+6.5% |
| Participant deferral / active EE | $10,242 | $4,458+129.7% | $4,487+128.3% | $4,131+147.9% |
| Admin fee / account holder | $228 | $255-10.6% | $7,964-97.1% | $170+34.8% |