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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $86,287 |
INSERO & CO. CPAS, LLP6 years Filed as: INSERO AND CO CPAS LLP Service code 10 · EIN 47-5324570 | Accounting | $14,000 |
Filed as: UBS AG Service code 28 · EIN 13-2982996 | Investment Management | $10,000 |
UBS FINANCIAL SERVICES INC6 years Service code 28 · EIN 13-2638166 | Investment Management | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,191 | $69,823+47.8% | $77,163+33.7% | $74,419+38.7% |
| Participation rate | 80.5% | 70.0%+10.5pp | 69.6%+11.0pp | 70.7%+9.8pp |
| Annual return | 19.14% | 19.98%-0.8pp | 37.87%-18.7pp | 34.38%-15.2pp |
| Employer contribution / active EE | $3,079 | $2,150+43.2% | $2,535+21.5% | $2,637+16.8% |
| Participant deferral / active EE | $7,732 | $3,558+117.3% | $3,833+101.7% | $4,528+70.7% |
| Admin fee / account holder | $165 | $398-58.5% | $5,472-97.0% | $348-52.6% |