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.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $83,711 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $74,471 |
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 | $259,738 | $81,908+217.1% | $90,749+186.2% | $64,808+300.8% |
| Participation rate | 97.4% | 80.5%+16.9pp | 75.7%+21.7pp | 71.5%+25.9pp |
| Annual return | -14.63% | -12.53%-2.1pp | -12.16%-2.5pp | 32.82%-47.4pp |
| Employer contribution / active EE | $9,340 | $3,065+204.7% | $2,921+219.8% | $2,506+272.7% |
| Participant deferral / active EE | $14,513 | $4,840+199.8% | $4,564+218.0% | $4,310+236.7% |
| Admin fee / account holder | $295 | $157+87.4% | $8,445-96.5% | $188+56.9% |