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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $18,901 |
CAPFINANCIAL PARTNERS LLC2 years Service code 28 · EIN 26-0058143 | Investment Management | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,111 | $71,142+136.3% | $119,609+40.6% | $64,808+159.4% |
| Participation rate | 69.6% | 78.6%-9.0pp | 79.3%-9.6pp | 71.5%-1.9pp |
| Annual return | -15.01% | -10.01%-5.0pp | -14.97%0pp | 32.82%-47.8pp |
| Employer contribution / active EE | $0 | $2,497-100.0% | $4,232-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $10,667 | $4,490+137.6% | $5,602+90.4% | $4,310+147.5% |
| Admin fee / account holder | $97 | $162-40.3% | $10,323-99.1% | $188-48.5% |