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 |
|---|---|---|
GORDON ASSET MANAGEMENT8 years Service code 26 · EIN 42-1582751 | Advisory (Participants) | $15,000 |
Service code 13 · EIN 56-2263714 | Contract Administrator | $14,925 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $4,170 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,359 | $67,984+12.3% | $65,493+16.6% | $74,304+2.8% |
| Participation rate | 90.4% | 66.3%+24.0pp | 73.1%+17.3pp | 60.3%+30.0pp |
| Annual return | 13.02% | 19.87%-6.9pp | 982.45%-969.4pp | 29.43%-16.4pp |
| Employer contribution / active EE | $3,874 | $2,491+55.5% | $2,574+50.5% | $2,241+72.9% |
| Participant deferral / active EE | $3,459 | $3,346+3.4% | $3,961-12.7% | $3,767-8.2% |
| Admin fee / account holder | $235 | $1,373-82.9% | $5,028-95.3% | $2,969-92.1% |