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 |
|---|---|---|
INTREPID CAPITAL MANAGEMENT IN1+ years Service code 51 · EIN 59-2174026 | Investment Mgmt Fees | $26,295 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO., INC Service code 15 · EIN 94-1737782 | Recordkeeping | $1,986 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,623 | $77,634-77.3% | $156,549-88.7% | $62,891-72.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 11.05% | 50.32%-39.3pp | 32.23%-21.2pp | 20.14%-9.1pp |
| Employer contribution / active EE | $2,102 | $3,444-39.0% | $5,501-61.8% | $2,281-7.8% |
| Participant deferral / active EE | $0 | $3,045-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $197 | $5,561-96.5% | $13,027-98.5% | $4,296-95.4% |