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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 28 · EIN 26-0058143 | Investment Management | $73,750 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $53,925 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,318 | $62,688+265.8% | $178,014+28.8% | $77,671+195.2% |
| Participation rate | 94.8% | 66.9%+27.9pp | 77.1%+17.7pp | 70.6%+24.2pp |
| Annual return | 13.01% | 16.16%-3.1pp | 294.80%-281.8pp | 31.21%-18.2pp |
| Employer contribution / active EE | $4,025 | $1,912+110.5% | $3,950+1.9% | $2,726+47.6% |
| Participant deferral / active EE | $8,617 | $4,224+104.0% | $6,276+37.3% | $4,648+85.4% |
| Admin fee / account holder | $245 | $386-36.5% | $10,362-97.6% | $430-43.1% |