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.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $208,594 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC Service code 28 · EIN 84-4519624 | Investment Management | $103,247 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $70,459 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST BANK Service code 28 · EIN 56-1074313 | Investment Management | $67,677 |
MEADEN & MOORE, LTD.3 years Filed as: MEADEN AND MOORE LTD Service code 10 · EIN 34-1818258 | Accounting | $18,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,599 | $130,267-26.6% | $145,661-34.4% | $102,872-7.1% |
| Participation rate | 95.8% | 83.3%+12.5pp | 77.2%+18.6pp | 73.0%+22.8pp |
| Annual return | 16.46% | 17.79%-1.3pp | 101.46%-85.0pp | 19.06%-2.6pp |
| Employer contribution / active EE | $3,530 | $4,061-13.1% | $4,238-16.7% | $3,526+0.1% |
| Participant deferral / active EE | $6,736 | $6,550+2.8% | $7,198-6.4% | $5,535+21.7% |
| Admin fee / account holder | $206 | $396-47.8% | $12,466-98.3% | $292-29.4% |