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 6-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.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $222,759 |
Filed as: MESIROW FINANCIAL INVESTMENT Service code 28 · EIN 36-3429599 | Investment Management | $162,831 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $81,552 |
MEADEN & MOORE, LTD.1 year Filed as: MEADEN AND MOORE LTD Service code 10 · EIN 34-1818258 | Accounting | $17,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,248 | $136,853-45.0% | $130,231-42.2% | $80,160-6.1% |
| Participation rate | 95.2% | 81.6%+13.6pp | 76.3%+18.9pp | 72.9%+22.3pp |
| Annual return | 21.29% | 22.66%-1.4pp | 38.77%-17.5pp | 40.38%-19.1pp |
| Employer contribution / active EE | $3,217 | $3,395-5.2% | $4,126-22.0% | $2,978+8.0% |
| Participant deferral / active EE | $6,109 | $5,856+4.3% | $6,799-10.1% | $5,017+21.8% |
| Admin fee / account holder | $209 | $184+13.4% | $6,020-96.5% | $145+44.0% |