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 |
|---|---|---|
Service code 15 · EIN 91-2090931 | Recordkeeping | $85,845 |
PACIFIC PORTFOLIO CONSULTING2 years Service code 27 · EIN 20-4049073 | Advisory (Plan) | $43,746 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $17,170 |
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 | $42,555 | $43,466-2.1% | $90,951-53.2% | $90,288-52.9% |
| Participation rate | 89.2% | 62.5%+26.8pp | 69.0%+20.2pp | 73.4%+15.9pp |
| Annual return | 12.37% | 25.26%-12.9pp | 134.60%-122.2pp | 53.97%-41.6pp |
| Employer contribution / active EE | $872 | $840+3.8% | $2,122-58.9% | $2,524-65.4% |
| Participant deferral / active EE | $1,911 | $2,138-10.6% | $3,373-43.3% | $4,232-54.8% |
| Admin fee / account holder | $118 | $92+28.0% | $5,959-98.0% | $114+3.1% |