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 |
|---|---|---|
EVERINGTON CONSULTING INC2 years Service code 15 · EIN 20-2554266 | Recordkeeping | $4,149 |
Filed as: MORRIS & WELLS Service code 51 | Investment Mgmt Fees | $14 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 33 · EIN 82-3967259 | Securities brokerage | $0 |
Filed as: WELLINGTON CONSULTING SERVICES Service code 51 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Investment Mgmt Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,314 | $91,538+17.2% | $129,995-17.4% | $75,163+42.8% |
| Participation rate | 98.5% | 71.4%+27.0pp | 78.5%+20.0pp | 67.2%+31.3pp |
| Annual return | 25.32% | -631.11%+656.4pp | -137.18%+162.5pp | 160.62%-135.3pp |
| Employer contribution / active EE | $3,077 | $2,845+8.1% | $4,320-28.8% | $2,670+15.2% |
| Participant deferral / active EE | $2,789 | $4,341-35.8% | $5,820-52.1% | $4,125-32.4% |
| Admin fee / account holder | $37 | $6,790-99.5% | $10,614-99.7% | $5,651-99.4% |