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.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $228,546 |
Filed as: MESIROW FINANCIAL INVESTMENT Service code 28 · EIN 36-3429599 | Investment Management | $183,032 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $95,120 |
MEADEN & MOORE, LTD.2 years Filed as: MEADEN AND MOORE LTD Service code 10 · EIN 34-1818258 | Accounting | $18,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,935 | $148,970-43.7% | $136,007-38.3% | $199,593-57.9% |
| Participation rate | 96.1% | 79.4%+16.7pp | 76.5%+19.6pp | 72.0%+24.1pp |
| Annual return | 14.23% | 27.07%-12.8pp | 579.32%-565.1pp | 34.25%-20.0pp |
| Employer contribution / active EE | $3,414 | $3,561-4.1% | $4,217-19.0% | $3,034+12.5% |
| Participant deferral / active EE | $6,497 | $6,140+5.8% | $7,025-7.5% | $5,087+27.7% |
| Admin fee / account holder | $229 | $144+59.1% | $6,858-96.7% | $269-14.9% |