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 9-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 12 · EIN 13-3689044 | Direct payment from the plan; Recordk... | $43,041 |
PLANTE & MORAN, PLLC6+ years Service code 10 · EIN 38-1357951 | Accounting | $17,145 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $211 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $148,461 | $73,638+101.6% | $95,952+54.7% | $73,488+102.0% |
| Participation rate | 90.0% | 76.2%+13.8pp | 77.1%+12.9pp | 70.7%+19.3pp |
| Annual return | 9.44% | 16.78%-7.3pp | 91.61%-82.2pp | 28.51%-19.1pp |
| Employer contribution / active EE | $6,999 | $1,863+275.7% | $2,541+175.5% | $2,270+208.3% |
| Participant deferral / active EE | $5,211 | $3,617+44.1% | $4,167+25.0% | $3,740+39.3% |
| Admin fee / account holder | $164 | $482-65.9% | $6,795-97.6% | $513-68.0% |