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 6-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 |
|---|---|---|
CALLAN LLC1 year Filed as: CALLAN ASSOCIATES INC Service code 28 · EIN 94-2192581 | Investment Management | $21,101 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $6,685 |
Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB AND CO INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $305,030-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 1.7%-1.7pp |
| Annual return | 904805.79% | 6915.14%+897890.7pp | 380.66%+904425.1pp | 627.08%+904178.7pp |
| Employer contribution / active EE | $23,856 | $39,618-39.8% | $45,083-47.1% | $18,824+26.7% |
| Participant deferral / active EE | $0 | $161-100.0% | $272-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $12,800-100.0% | $1,923-100.0% |