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 9-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 |
|---|---|---|
PRIMARK BENEFITS9+ years Service code 13 · EIN 94-2320862 1810 GATEWAY DRIVE, SUITE 230 · SAN MATEO, CA 94010 | Contract Administrator | $15,890 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB Service code 21 · EIN 82-3967259 211 MAIN ST. · SAN FRANCISCO, CA 94105 | Bank Trustee | $7,813 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,700 | $82,917+14.2% | $103,333-8.4% | $77,643+22.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 22.74% | 19.13%+3.6pp | 24.88%-2.1pp | 31.24%-8.5pp |
| Employer contribution / active EE | $5,163 | $3,552+45.4% | $3,868+33.5% | $2,726+89.4% |
| Participant deferral / active EE | $6,566 | $4,108+59.8% | $5,057+29.8% | $4,647+41.3% |
| Admin fee / account holder | $52 | $638-91.9% | $8,355-99.4% | $430-87.9% |