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, LLC4+ years Service code 26 · EIN 20-5173405 | Advisory (Participants) | $90,841 |
NYHART4+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $55,929 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $12,501 |
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 | $108,870 | $92,971+17.1% | $96,683+12.6% | $74,419+46.3% |
| Participation rate | 92.9% | 71.5%+21.4pp | 74.3%+18.6pp | 70.7%+22.2pp |
| Annual return | 16.91% | 37.49%-20.6pp | 35.69%-18.8pp | 34.38%-17.5pp |
| Employer contribution / active EE | $8,816 | $3,426+157.3% | $3,737+135.9% | $2,637+234.3% |
| Participant deferral / active EE | $5,691 | $3,970+43.4% | $4,878+16.7% | $4,528+25.7% |
| Admin fee / account holder | $310 | $633-50.9% | $6,730-95.4% | $348-10.7% |