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.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $55,421 |
MERCER3 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $52,994 |
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 | $321,927 | $92,055+249.7% | $106,213+203.1% | $77,643+314.6% |
| Participation rate | 97.9% | 81.0%+16.9pp | 75.3%+22.6pp | 70.6%+27.3pp |
| Annual return | 14.43% | 17.91%-3.5pp | 116.14%-101.7pp | 31.24%-16.8pp |
| Employer contribution / active EE | $10,037 | $3,367+198.1% | $3,171+216.5% | $2,726+268.2% |
| Participant deferral / active EE | $14,204 | $5,386+163.7% | $5,016+183.2% | $4,647+205.6% |
| Admin fee / account holder | $198 | $219-9.5% | $11,033-98.2% | $430-53.9% |