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, LLC3+ years Service code 26 · EIN 20-5173405 | Advisory (Participants) | $82,633 |
NYHART3+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $54,850 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $14,463 |
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 | $94,439 | $106,236-11.1% | $112,228-15.9% | $64,808+45.7% |
| Participation rate | 93.3% | 71.7%+21.6pp | 75.1%+18.2pp | 71.5%+21.8pp |
| Annual return | -15.35% | -6.02%-9.3pp | 27.45%-42.8pp | 32.82%-48.2pp |
| Employer contribution / active EE | $7,468 | $3,166+135.9% | $3,635+105.5% | $2,506+198.0% |
| Participant deferral / active EE | $5,471 | $3,785+44.5% | $4,728+15.7% | $4,310+26.9% |
| Admin fee / account holder | $302 | $452-33.2% | $6,410-95.3% | $188+60.7% |