Filed August 1, 2018
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 3-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 |
|---|---|---|
PARAGON FINANCIAL ADVISORS1+ years Service code 27 · EIN 20-8817933 | Advisory (Plan) | $32,342 |
EPIC RETIREMENT PLAN SERVICES1+ years Service code 15 · EIN 16-1450952 | Recordkeeping | $14,821 |
BRIAUD FINANCIAL PLANNING, INC.1+ years Service code 27 · EIN 74-2620407 | Advisory (Plan) | $8,902 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,306 | $64,119-37.1% | $112,228-64.1% | $66,914-39.8% |
| Participation rate | 88.9% | 68.5%+20.4pp | 75.1%+13.8pp | 69.8%+19.1pp |
| Annual return | 0.00% | -13.81%+13.8pp | 27.45%-27.4pp | 1.58%-1.6pp |
| Employer contribution / active EE | $9,811 | $3,005+226.5% | $3,635+169.9% | $2,544+285.6% |
| Participant deferral / active EE | $4,071 | $3,693+10.2% | $4,728-13.9% | $4,237-3.9% |
| Admin fee / account holder | $236 | $625-62.3% | $6,410-96.3% | $593-60.3% |