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 |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $218,041 |
HARBOR6 years Filed as: HARBOR INVESTMENT ADVISORY, LLC Service code 15 · EIN 90-0497525 | Recordkeeping | $59,959 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,140 | $111,072-59.4% | $156,263-71.1% | $102,872-56.1% |
| Participation rate | 92.6% | 80.1%+12.5pp | 78.9%+13.7pp | 73.0%+19.6pp |
| Annual return | 14.65% | 16.98%-2.3pp | 59.47%-44.8pp | 19.06%-4.4pp |
| Employer contribution / active EE | $829 | $4,017-79.4% | $4,333-80.9% | $3,526-76.5% |
| Participant deferral / active EE | $3,445 | $5,455-36.8% | $6,158-44.1% | $5,535-37.8% |
| Admin fee / account holder | $128 | $120+6.1% | $14,255-99.1% | $292-56.3% |