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.2 years Filed as: CHARLES SCHWAB Service code 26 · EIN 94-1737782 | Advisory (Participants) | $8,992 |
BENEFIT PLANS SERVICES, INC.8+ years Filed as: BENEFIT PLANS SERVICES INC Service code 70 · EIN 55-0578023 P O BOX 2141 · HUNTINGTON, WV 25721 | Consulting Fees | $3,804 |
EQUITABLE ADVISORS LLC1 year Filed as: THE EQUITABLE Service code 22 | Insurance Broker | $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 | $58,130 | $82,202-29.3% | $125,339-53.6% | $64,808-10.3% |
| Participation rate | 68.9% | 77.9%-9.0pp | 82.4%-13.5pp | 71.5%-2.6pp |
| Annual return | -15.88% | 3.48%-19.4pp | 572.05%-587.9pp | 32.82%-48.7pp |
| Employer contribution / active EE | $2,312 | $3,615-36.1% | $4,814-52.0% | $2,506-7.7% |
| Participant deferral / active EE | $4,223 | $7,175-41.1% | $7,446-43.3% | $4,310-2.0% |
| Admin fee / account holder | $124 | $163-24.2% | $10,010-98.8% | $188-34.1% |