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 9-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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage | $2,225 |
FINANCIAL DECISIONS1 year Filed as: FINANCIAL DECISIONS, INC Service code 16 · EIN 68-0236865 | Consulting | $1,582 |
FINANCIAL DECISIONS5+ years Service code 13 · EIN 68-0236865 | Contract Administrator | $531 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,076 | $209,411-14.5% | $178,490+0.3% | $158,922+12.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.95% | 188.75%-160.8pp | 151.07%-123.1pp | 302.83%-274.9pp |
| Employer contribution / active EE | $15,293 | $5,706+168.0% | $5,011+205.2% | $4,761+221.2% |
| Participant deferral / active EE | $2,846 | $5,954-52.2% | $5,202-45.3% | $5,982-52.4% |
| Admin fee / account holder | $3,832 | $17,074-77.6% | $13,984-72.6% | $11,246-65.9% |