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 |
|---|---|---|
BLANK ROME LLP1 year Filed as: BLANK ROME Service code 29 · EIN 23-1311874 | Legal | $25,312 |
GROSSBERG COMPANY, LLP5+ years Service code 10 · EIN 52-0807134 | Accounting | $20,000 |
Filed as: WELLINGTON CONSULTING SERVICES Service code 51 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Investment Mgmt Fees | $19,233 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,329 | $86,332-25.5% | $125,175-48.6% | $65,185-1.3% |
| Participation rate | 90.8% | 75.3%+15.5pp | 79.8%+11.1pp | 70.2%+20.6pp |
| Annual return | 15.66% | 27.43%-11.8pp | 43.79%-28.1pp | 29.38%-13.7pp |
| Employer contribution / active EE | $1,312 | $2,040-35.7% | $3,865-66.0% | $2,177-39.7% |
| Participant deferral / active EE | $1,415 | $3,537-60.0% | $4,937-71.3% | $3,514-59.7% |
| Admin fee / account holder | $369 | $609-39.5% | $9,702-96.2% | $847-56.5% |