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 LLC5 years Service code 28 · EIN 26-0058143 | Investment Management | $69,525 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $43,706 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,848 | $104,919-50.6% | $116,228-55.4% | $85,563-39.4% |
| Participation rate | 91.2% | 78.6%+12.6pp | 74.6%+16.7pp | 66.0%+25.2pp |
| Annual return | 15.65% | 15.38%+0.3pp | 90.06%-74.4pp | 31.51%-15.9pp |
| Employer contribution / active EE | $2,885 | $3,485-17.2% | $2,994-3.6% | $2,654+8.7% |
| Participant deferral / active EE | $4,173 | $5,306-21.4% | $4,953-15.8% | $4,375-4.6% |
| Admin fee / account holder | $191 | $429-55.4% | $11,989-98.4% | $834-77.1% |