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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $83,215 |
UBS FINANCIAL SERVICES INC5 years Service code 28 · EIN 13-2638166 | Investment Management | $20,000 |
INSERO & CO. CPAS, LLP5 years Filed as: INSERO AND CO CPAS LLP Service code 10 · EIN 47-5324570 | Accounting | $14,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,941 | $56,503+57.4% | $70,092+26.9% | $64,808+37.2% |
| Participation rate | 70.7% | 70.5%+0.2pp | 70.5%+0.2pp | 71.5%-0.8pp |
| Annual return | -16.62% | -13.44%-3.2pp | 190.73%-207.4pp | 32.82%-49.4pp |
| Employer contribution / active EE | $2,740 | $2,046+33.9% | $2,559+7.1% | $2,506+9.3% |
| Participant deferral / active EE | $6,535 | $3,389+92.8% | $3,849+69.8% | $4,310+51.6% |
| Admin fee / account holder | $157 | $160-2.3% | $6,267-97.5% | $188-16.6% |