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.7+ years Service code 15 · EIN 91-2090931 | Recordkeeping | $94,448 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $37,017 |
SABEY CPA, PLLC3 years Filed as: SABEY CPA, LLC Service code 10 · EIN 83-2111556 | Accounting | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,644 | $71,142+35.8% | $119,609-19.2% | $64,808+49.1% |
| Participation rate | 93.1% | 78.6%+14.5pp | 79.3%+13.8pp | 71.5%+21.6pp |
| Annual return | -3.10% | -10.01%+6.9pp | -14.97%+11.9pp | 32.82%-35.9pp |
| Employer contribution / active EE | $5,860 | $2,497+134.6% | $4,232+38.5% | $2,506+133.8% |
| Participant deferral / active EE | $3,411 | $4,490-24.0% | $5,602-39.1% | $4,310-20.9% |
| Admin fee / account holder | $109 | $162-32.6% | $10,323-98.9% | $188-41.8% |