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 7-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 |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $20,552 |
MELTON & MELTON LLP5 years Service code 10 · EIN 74-1550819 | Accounting | $14,358 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $3,841 |
CHARLES SCHWAB & CO., INC.6+ years Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,004 | $79,700-76.2% | $153,485-87.6% | $74,495-74.5% |
| Participation rate | 96.1% | 69.8%+26.2pp | 77.1%+19.0pp | 67.2%+28.9pp |
| Annual return | 15.02% | 15.07%0pp | 15.65%-0.6pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $2,433 | $4,016-39.4% | $5,039-51.7% | $2,623-7.3% |
| Participant deferral / active EE | $4,833 | $5,315-9.1% | $6,757-28.5% | $4,346+11.2% |
| Admin fee / account holder | $91 | $1,790-94.9% | $12,724-99.3% | $1,942-95.3% |