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 | $19,939 |
FINLEY & COOK4 years Filed as: FINLEY AND COOK PLLC Service code 10 · EIN 73-0604334 | Accounting | $10,600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,254 | $118,337-40.6% | $189,513-62.9% | $93,030-24.5% |
| Participation rate | 85.7% | 89.1%-3.4pp | 87.8%-2.1pp | 73.9%+11.8pp |
| Annual return | 20.09% | 21.77%-1.7pp | 555.15%-535.1pp | 158.70%-138.6pp |
| Employer contribution / active EE | $2,353 | $4,204-44.0% | $6,162-61.8% | $2,706-13.0% |
| Participant deferral / active EE | $0 | $7,123-100.0% | $8,221-100.0% | $4,562-100.0% |
| Admin fee / account holder | $18 | $100-81.5% | $12,045-99.8% | $152-87.9% |