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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Service code 99 · EIN 26-0058143 | Other Fees | $56,250 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $100 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $37,139 | $84,784-56.2% | $98,439-62.3% | $74,419-50.1% |
| Participation rate | 77.3% | 81.5%-4.3pp | 75.2%+2.1pp | 70.7%+6.6pp |
| Annual return | 17.64% | 20.59%-2.9pp | 21.16%-3.5pp | 34.38%-16.7pp |
| Employer contribution / active EE | $2,234 | $3,364-33.6% | $3,048-26.7% | $2,637-15.3% |
| Participant deferral / active EE | $3,635 | $5,218-30.3% | $4,738-23.3% | $4,528-19.7% |
| Admin fee / account holder | $224 | $204+9.4% | $8,948-97.5% | $348-35.7% |