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 |
|---|---|---|
SIGNATURE ESTATE & INVESTMENT9+ years Filed as: SIGNATURE INVESTMENT ADVISORS Service code 26 · EIN 45-3791510 | Advisory (Participants) | $142,911 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $60,401 |
THE COLONY GROUP LLC9+ years Service code 26 · EIN 90-0751149 | Advisory (Participants) | $19,734 |
Service code 26 · EIN 39-1897480 | Advisory (Participants) | $14,215 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Other i... | $12,146 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,217 | $61,272+200.7% | $149,673+23.1% | $71,457+157.8% |
| Participation rate | 95.3% | 62.5%+32.8pp | 78.8%+16.5pp | 67.9%+27.3pp |
| Annual return | 15.44% | 35.85%-20.4pp | 134.42%-119.0pp | 28.85%-13.4pp |
| Employer contribution / active EE | $6,610 | $2,378+177.9% | $4,818+37.2% | $2,588+155.4% |
| Participant deferral / active EE | $5,715 | $2,917+95.9% | $5,680+0.6% | $4,289+33.3% |
| Admin fee / account holder | $202 | $1,261-84.0% | $13,210-98.5% | $1,587-87.3% |