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 |
|---|---|---|
NWPS3 years Service code 15 · EIN 91-2090931 | Recordkeeping | $43,180 |
ARBOR POINT ADVISORS LLC2 years Service code 26 · EIN 45-1050183 | Advisory (Participants) | $38,000 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $8,398 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,503 | $72,254-31.5% | $86,677-42.9% | $64,808-23.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -16.13% | 392.42%-408.6pp | 35.91%-52.0pp | 32.82%-48.9pp |
| Employer contribution / active EE | $2,040 | $2,393-14.8% | $2,836-28.1% | $2,506-18.6% |
| Participant deferral / active EE | $4,020 | $4,658-13.7% | $4,656-13.6% | $4,310-6.7% |
| Admin fee / account holder | $204 | $174+17.3% | $7,493-97.3% | $188+8.7% |