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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $18,750 |
FINLEY & COOK6 years Filed as: FINLEY AND COOK PLLC Service code 10 · EIN 73-0604334 | Accounting | $11,420 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,657 | $112,686-24.9% | $169,993-50.2% | $80,160+5.6% |
| Participation rate | 73.8% | 87.4%-13.6pp | 87.0%-13.2pp | 72.9%+0.9pp |
| Annual return | 10.14% | 67.04%-56.9pp | 53.37%-43.2pp | 40.38%-30.2pp |
| Employer contribution / active EE | $3,112 | $4,481-30.6% | $6,785-54.1% | $2,978+4.5% |
| Participant deferral / active EE | $0 | $7,876-100.0% | $10,408-100.0% | $5,017-100.0% |
| Admin fee / account holder | $20 | $99-79.6% | $12,815-99.8% | $145-86.1% |