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 |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $61,202 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $40,762 |
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 | $286,174 | $84,784+237.5% | $98,439+190.7% | $74,419+284.5% |
| Participation rate | 97.9% | 81.5%+16.3pp | 75.2%+22.7pp | 70.7%+27.1pp |
| Annual return | 16.98% | 20.59%-3.6pp | 21.16%-4.2pp | 34.38%-17.4pp |
| Employer contribution / active EE | $8,960 | $3,364+166.3% | $3,048+194.0% | $2,637+239.7% |
| Participant deferral / active EE | $13,575 | $5,218+160.1% | $4,738+186.5% | $4,528+199.8% |
| Admin fee / account holder | $188 | $204-8.0% | $8,948-97.9% | $348-45.9% |