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 Service code 51 · EIN 94-1737782 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Investment Mgmt Fees | $0 |
CORNERCAP INVESTMENT COUNSEL2+ years Filed as: CORNERCAP INVESTMENT COUNCIL Service code 28 · EIN 62-1417686 1355 PEACHTREE ST NE, STE 1700 · ATLANTA, GA 30309 | Investment Management | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,810 | $58,828+1.7% | $77,999-23.3% | $62,891-4.9% |
| Participation rate | 73.3% | 71.1%+2.3pp | 75.5%-2.2pp | 69.3%+4.0pp |
| Annual return | 12.61% | 17.16%-4.5pp | 425.96%-413.4pp | 20.14%-7.5pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $431 | $4,393-90.2% | $5,480-92.1% | $4,296-90.0% |