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 |
|---|---|---|
Filed as: CHARLES SCHWAB Service code 64 · EIN 94-3025021 | Recordkeeping Fees | $160,196 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES, L Service code 37 · EIN 04-3516284 | Loan Processing | $89,330 |
Filed as: INNOVEST Service code 26 · EIN 84-1612955 | Advisory (Participants) | $45,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $463,087 | $122,259+278.8% | $147,005+215.0% | $199,768+131.8% |
| Participation rate | 88.5% | 78.3%+10.2pp | 82.2%+6.3pp | 72.0%+16.5pp |
| Annual return | 14.01% | 30.58%-16.6pp | 418.76%-404.7pp | 34.26%-20.2pp |
| Employer contribution / active EE | $16,090 | $4,097+292.7% | $4,934+226.1% | $3,037+429.9% |
| Participant deferral / active EE | $10,794 | $8,504+26.9% | $8,070+33.8% | $5,090+112.1% |
| Admin fee / account holder | $255 | $179+42.3% | $13,006-98.0% | $269-5.4% |