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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $64,929 |
RBC GLOBAL ASSET MANAGEMENT10+ years Filed as: CITY NATIONAL BANK Service code 28 · EIN 95-1780067 | Investment Management | $32,605 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $350,213 | $115,744+202.6% | $100,391+248.9% | $199,593+75.5% |
| Participation rate | 99.6% | 85.7%+14.0pp | 81.5%+18.2pp | 72.0%+27.7pp |
| Annual return | 16.27% | 17.79%-1.5pp | 49.20%-32.9pp | 34.25%-18.0pp |
| Employer contribution / active EE | $2,319 | $3,657-36.6% | $3,942-41.2% | $3,034-23.6% |
| Participant deferral / active EE | $23,302 | $9,844+136.7% | $8,082+188.3% | $5,087+358.1% |
| Admin fee / account holder | $54 | $93-42.0% | $7,899-99.3% | $269-80.0% |