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 IN2+ years Service code 51 · EIN 59-2174026 | Investment Mgmt Fees | $23,826 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO., INC Service code 15 · EIN 94-1737782 | Recordkeeping | $2,251 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,713 | $84,233-77.8% | $170,442-89.0% | $70,131-73.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 5.13% | 23.06%-17.9pp | 205.93%-200.8pp | 73.14%-68.0pp |
| Employer contribution / active EE | $1,866 | $3,387-44.9% | $5,433-65.7% | $2,342-20.4% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $209 | $5,698-96.3% | $13,880-98.5% | $4,645-95.5% |