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 |
|---|---|---|
NWPS5 years Service code 15 · EIN 91-2090931 | Recordkeeping | $44,496 |
ARBOR POINT ADVISORS LLC4 years Service code 26 · EIN 45-1050183 | Advisory (Participants) | $36,209 |
ECHELON GROUP1 year Filed as: ECHELON GROUP, INC. Service code 26 · EIN 82-0492018 | Advisory (Participants) | $13,078 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $8,881 |
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 | $60,629 | $88,890-31.8% | $102,423-40.8% | $77,643-21.9% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 10.40% | 24.98%-14.6pp | 29.32%-18.9pp | 31.24%-20.8pp |
| Employer contribution / active EE | $2,182 | $2,698-19.1% | $3,023-27.8% | $2,726-20.0% |
| Participant deferral / active EE | $4,214 | $5,145-18.1% | $5,053-16.6% | $4,647-9.3% |
| Admin fee / account holder | $231 | $235-1.8% | $9,451-97.6% | $430-46.3% |