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 |
|---|---|---|
Service code 26 · EIN 82-3258348 | Advisory (Participants) | $55,557 |
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Recordkeeping and information managem... | $16,356 |
RETIREMENT HORIZONS INC.2 years Filed as: RETIREMENT HORIZONS DBA DEFINITI LL Service code 15 · EIN 76-0551734 | Recordkeeping | $11,346 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $4,832 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $41 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,857 | $64,119+2.7% | $112,228-41.3% | $66,914-1.6% |
| Participation rate | 90.6% | 68.5%+22.2pp | 75.1%+15.6pp | 69.8%+20.8pp |
| Annual return | -14.12% | -13.81%-0.3pp | 27.45%-41.6pp | 1.58%-15.7pp |
| Employer contribution / active EE | $5,003 | $3,005+66.5% | $3,635+37.7% | $2,544+96.7% |
| Participant deferral / active EE | $5,549 | $3,693+50.3% | $4,728+17.4% | $4,237+31.0% |
| Admin fee / account holder | $433 | $625-30.7% | $6,410-93.2% | $593-27.0% |