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 |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.5+ years Service code 15 · EIN 91-2090931 | Recordkeeping | $80,985 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $26,364 |
SABEY CPA, PLLC1 year Filed as: SABEY CPA, LLC Service code 10 · EIN 83-2111556 | Accounting | $10,078 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,747 | $78,419+20.8% | $133,956-29.3% | $73,409+29.1% |
| Participation rate | 90.1% | 78.6%+11.5pp | 79.8%+10.3pp | 72.2%+17.9pp |
| Annual return | -0.84% | 33.35%-34.2pp | 45.09%-45.9pp | 59.29%-60.1pp |
| Employer contribution / active EE | $4,315 | $2,044+111.1% | $3,919+10.1% | $2,234+93.2% |
| Participant deferral / active EE | $3,493 | $3,925-11.0% | $5,048-30.8% | $3,805-8.2% |
| Admin fee / account holder | $120 | $161-25.7% | $8,927-98.7% | $158-24.0% |