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 5-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 |
|---|---|---|
DIRECT ADVISORS, LLC2+ years Service code 26 · EIN 20-5173405 | Advisory (Participants) | $88,770 |
NYHART2+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $56,318 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $13,854 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,289 | $78,275+44.7% | $109,143+3.8% | $86,799+30.5% |
| Participation rate | 92.9% | 73.8%+19.1pp | 75.9%+17.1pp | 72.3%+20.7pp |
| Annual return | 13.58% | 19.14%-5.6pp | 25.75%-12.2pp | 97.91%-84.3pp |
| Employer contribution / active EE | $7,488 | $3,105+141.2% | $3,722+101.2% | $2,405+211.3% |
| Participant deferral / active EE | $5,057 | $3,641+38.9% | $4,653+8.7% | $4,131+22.4% |
| Admin fee / account holder | $321 | $198+61.8% | $6,752-95.2% | $170+89.4% |