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 INC3 years Service code 15 · EIN 20-2554266 | Recordkeeping | $4,693 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 33 · EIN 82-3967259 | Securities brokerage | $0 |
Filed as: MORRIS & WELLS Service code 51 | Investment Mgmt Fees | $0 |
Filed as: WELLINGTON CONSULTING SERVICES Service code 51 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Investment Mgmt Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,888 | $101,724+8.0% | $164,813-33.3% | $80,856+35.9% |
| Participation rate | 95.2% | 71.8%+23.4pp | 78.6%+16.6pp | 67.6%+27.5pp |
| Annual return | 4.95% | 16.72%-11.8pp | 69.93%-65.0pp | 35.59%-30.6pp |
| Employer contribution / active EE | $2,410 | $2,953-18.4% | $4,341-44.5% | $2,755-12.5% |
| Participant deferral / active EE | $2,496 | $4,477-44.3% | $6,031-58.6% | $4,296-41.9% |
| Admin fee / account holder | $42 | $8,227-99.5% | $12,690-99.7% | $6,918-99.4% |