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 |
|---|---|---|
NWPS4 years Service code 15 · EIN 91-2090931 | Recordkeeping | $44,795 |
ARBOR POINT ADVISORS LLC3 years Service code 26 · EIN 45-1050183 | Advisory (Participants) | $40,985 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $8,157 |
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 | $59,402 | $99,078-40.0% | $96,544-38.5% | $74,419-20.2% |
| Participation rate | 99.6% | 80.7%+19.0pp | 76.0%+23.7pp | 70.7%+28.9pp |
| Annual return | 14.39% | 22.48%-8.1pp | 25.84%-11.5pp | 34.38%-20.0pp |
| Employer contribution / active EE | $2,101 | $2,570-18.3% | $2,965-29.2% | $2,637-20.4% |
| Participant deferral / active EE | $4,235 | $4,933-14.2% | $4,851-12.7% | $4,528-6.5% |
| Admin fee / account holder | $225 | $225+0.3% | $8,252-97.3% | $348-35.2% |