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 |
|---|---|---|
NWPS2 years Service code 15 · EIN 91-2090931 | Recordkeeping | $42,714 |
ARBOR POINT ADVISORS LLC1 year Service code 26 · EIN 45-1050183 | Advisory (Participants) | $38,000 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $8,736 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,134 | $185,342-67.0% | $111,297-45.1% | $86,799-29.6% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.3%+22.7pp | 72.3%+27.7pp |
| Annual return | 10.97% | 500.80%-489.8pp | 54.65%-43.7pp | 97.91%-86.9pp |
| Employer contribution / active EE | $1,931 | $2,246-14.0% | $2,731-29.3% | $2,405-19.7% |
| Participant deferral / active EE | $3,673 | $4,458-17.6% | $4,487-18.1% | $4,131-11.1% |
| Admin fee / account holder | $211 | $255-17.2% | $7,964-97.3% | $170+24.7% |