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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $92,271 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS,LLC Service code 28 · EIN 26-0058143 | Investment Management | $74,793 |
49 WEALTH MANAGEMENT LLC2 years Service code 26 · EIN 84-3999871 | Advisory (Participants) | $18,459 |
BEACON POINTE ADVISORS LLC3 years Service code 26 · EIN 27-0636826 | Advisory (Participants) | $16,523 |
BLEAKLEY FINANCIAL GROUP LLC2 years Service code 26 · EIN 47-2523848 | Advisory (Participants) | $7,424 |
Service code 26 · EIN 39-1897480 | Advisory (Participants) | $6,346 |
Filed as: FINANCIAL SECURITY ADVISORY IN Service code 26 · EIN 54-1832175 | Advisory (Participants) | $5,925 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Other fees; Oth... | $1,340 |
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 | $117,348 | $53,136+120.8% | $155,509-24.5% | $199,593-41.2% |
| Participation rate | 97.7% | 64.1%+33.7pp | 78.2%+19.6pp | 72.0%+25.8pp |
| Annual return | 15.18% | 41.15%-26.0pp | 64.67%-49.5pp | 34.25%-19.1pp |
| Employer contribution / active EE | $6,117 | $1,851+230.5% | $4,672+30.9% | $3,034+101.6% |
| Participant deferral / active EE | $6,439 | $3,161+103.7% | $5,626+14.5% | $5,087+26.6% |
| Admin fee / account holder | $155 | $185-16.6% | $15,912-99.0% | $269-42.4% |