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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $18,375 |
MCAFEE & TAFT8+ years Service code 29 · EIN 73-0781676 | Legal | $13,377 |
FINLEY & COOK5 years Filed as: FINLEY AND COOK PLLC Service code 10 · EIN 73-0604334 | Accounting | $11,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,459 | $95,918-15.1% | $151,611-46.3% | $77,904+4.6% |
| Participation rate | 82.5% | 88.7%-6.2pp | 87.5%-5.0pp | 73.7%+8.9pp |
| Annual return | 25.05% | -5.50%+30.6pp | 3.33%+21.7pp | 12.21%+12.8pp |
| Employer contribution / active EE | $2,885 | $4,330-33.4% | $6,166-53.2% | $2,848+1.3% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,806-100.0% |
| Admin fee / account holder | $26 | $93-72.1% | $11,616-99.8% | $133-80.3% |