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 | $94,801 |
PACIFIC PORTFOLIO CONSULTING5 years Service code 27 · EIN 20-4049073 | Advisory (Plan) | $37,519 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $20,139 |
Annual investment return 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 | $43,656 | $44,626-2.2% | $86,188-49.3% | $80,160-45.5% |
| Participation rate | 92.8% | 63.5%+29.3pp | 69.0%+23.9pp | 72.9%+19.9pp |
| Annual return | 13.88% | 19.61%-5.7pp | 1168.45%-1154.6pp | 40.38%-26.5pp |
| Employer contribution / active EE | $525 | $1,099-52.2% | $2,380-77.9% | $2,978-82.4% |
| Participant deferral / active EE | $2,642 | $2,769-4.6% | $3,985-33.7% | $5,017-47.3% |
| Admin fee / account holder | $119 | $133-10.8% | $6,852-98.3% | $145-18.0% |