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 4-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 |
|---|---|---|
Filed as: INTELLICENTS INVESTMENT SOLUTIONS Service code 28 · EIN 41-1812533 | Investment Management | $41,705 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $24,834 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,953 | $79,184+4.8% | $102,438-19.0% | $74,546+11.3% |
| Participation rate | 97.0% | 74.8%+22.2pp | 76.5%+20.5pp | 67.2%+29.8pp |
| Annual return | 18.19% | 54.95%-36.8pp | 29.37%-11.2pp | 1366.03%-1347.8pp |
| Employer contribution / active EE | $3,510 | $2,362+48.6% | $3,024+16.1% | $2,624+33.8% |
| Participant deferral / active EE | $6,772 | $4,414+53.4% | $5,054+34.0% | $4,347+55.8% |
| Admin fee / account holder | $234 | $2,001-88.3% | $9,448-97.5% | $1,944-87.9% |