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 |
|---|---|---|
NEWTON1 year Filed as: NEWTON ONE INVESTMENTS LLC Service code 28 · EIN 46-3916607 | Investment Management | $55,867 |
SARATOGA WEALTH ADVISORS LLC2+ years Service code 26 · EIN 27-0038476 | Advisory (Participants) | $10,076 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $7,869 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $318,578 | $75,183+323.7% | $123,892+157.1% | $55,167+477.5% |
| Participation rate | 94.9% | 72.8%+22.1pp | 81.4%+13.5pp | 69.0%+25.9pp |
| Annual return | 7.43% | 19.01%-11.6pp | 47.52%-40.1pp | 169.23%-161.8pp |
| Employer contribution / active EE | $17,273 | $2,823+511.8% | $4,617+274.1% | $1,963+780.1% |
| Participant deferral / active EE | $10,166 | $5,084+99.9% | $5,984+69.9% | $3,054+232.9% |
| Admin fee / account holder | $205 | $663-69.1% | $8,357-97.5% | $504-59.3% |