See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STANDARD VALUATIONS4+ years Filed as: STANDARD VALUATIONS INC. Service code 28 · EIN 41-1327339 | Investment Management | $16,000 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $15,677 |
SUTTLE & STALNAKER, PLLC4+ years Filed as: SUTTLE & STALNAKER PLLC Service code 10 · EIN 55-0538163 | Accounting | $14,370 |
Service code 28 · EIN 23-7327917 | Investment Management | $10,504 |
Filed as: TRAVELERS CASUALTY & SURETY COMPANY Service code 28 · EIN 06-6033504 | Investment Management | $8,907 |
JOHN F. DASCOLI, PLLC3+ years Service code 29 · EIN 20-5780253 | Legal | $7,817 |
LOGSTON RYAN L1 year Service code 28 | Investment Management | $5,372 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,776 | $56,443+0.6% | $83,848-32.3% | $55,725+1.9% |
| Participation rate | 63.4% | 72.0%-8.6pp | 76.1%-12.7pp | 70.9%-7.4pp |
| Annual return | -6.14% | 393.67%-399.8pp | 850.88%-857.0pp | 244.93%-251.1pp |
| Employer contribution / active EE | $4,506 | $2,682+68.0% | $3,631+24.1% | $2,078+116.8% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $213 | $156+36.3% | $5,478-96.1% | $115+84.9% |