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 10-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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $10,823 |
THE INVESTMENT COUNSEL COMPANY10+ years Service code 28 · EIN 88-0228985 | Investment Management | $9,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $151,569 | $78,976+91.9% | $100,383+51.0% | $74,546+103.3% |
| Participation rate | 40.1% | 79.5%-39.4pp | 81.5%-41.4pp | 67.2%-27.1pp |
| Annual return | 17.11% | 20.62%-3.5pp | 49.26%-32.2pp | 1366.03%-1348.9pp |
| Employer contribution / active EE | $1,005 | $3,019-66.7% | $3,944-74.5% | $2,624-61.7% |
| Participant deferral / active EE | $3,251 | $7,758-58.1% | $8,086-59.8% | $4,347-25.2% |
| Admin fee / account holder | $123 | $1,330-90.7% | $7,900-98.4% | $1,944-93.6% |