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 3-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 |
|---|---|---|
CORRELL CO.3+ years Filed as: CORRELL CO Service code 15 · EIN 36-3492086 | Recordkeeping | $154,880 |
ASSURANCE ADVISORY3+ years Service code 17 · EIN 83-0474653 | Pension Consulting | $131,492 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST BANK Service code 15 · EIN 82-3967259 | Recordkeeping | $45,738 |
CORIENT PRIVATE WEALTH LLC2 years Service code 19 · EIN 88-0967642 | Securities Custodian | $18,387 |
CHARLES SCHWAB & CO., INC.3+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $12,847 |
Service code 19 · EIN 35-2469176 | Securities Custodian | $9,344 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,804 | $122,693+44.9% | $184,203-3.5% | $199,593-10.9% |
| Participation rate | 99.3% | 86.8%+12.5pp | 86.8%+12.4pp | 72.0%+27.3pp |
| Annual return | 16.29% | 143.91%-127.6pp | 28.81%-12.5pp | 34.25%-18.0pp |
| Employer contribution / active EE | $6,439 | $4,584+40.4% | $6,427+0.2% | $3,034+112.2% |
| Participant deferral / active EE | $13,818 | $7,990+72.9% | $9,131+51.3% | $5,087+171.6% |
| Admin fee / account holder | $191 | $121+58.1% | $13,901-98.6% | $269-29.1% |