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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $21,073 |
CAPFINANCIAL PARTNERS LLC3 years Service code 28 · EIN 26-0058143 | Investment Management | $7,500 |
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 | $203,179 | $91,372+122.4% | $129,995+56.3% | $74,419+173.0% |
| Participation rate | 69.0% | 77.8%-8.8pp | 78.5%-9.5pp | 70.7%-1.7pp |
| Annual return | 21.05% | 23.21%-2.2pp | -137.18%+158.2pp | 34.38%-13.3pp |
| Employer contribution / active EE | $0 | $2,563-100.0% | $4,320-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $10,970 | $4,721+132.4% | $5,820+88.5% | $4,528+142.3% |
| Admin fee / account holder | $93 | $283-67.2% | $10,614-99.1% | $348-73.3% |