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 | $102,450 |
PACIFIC PORTFOLIO CONSULTING6 years Service code 27 · EIN 20-4049073 | Advisory (Plan) | $37,774 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $14,953 |
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 | $46,491 | $48,698-4.5% | $93,606-50.3% | $199,593-76.7% |
| Participation rate | 90.9% | 63.5%+27.3pp | 68.7%+22.2pp | 72.0%+18.9pp |
| Annual return | 8.38% | 15.34%-7.0pp | 133.20%-124.8pp | 34.25%-25.9pp |
| Employer contribution / active EE | $382 | $1,135-66.3% | $2,420-84.2% | $3,034-87.4% |
| Participant deferral / active EE | $2,745 | $2,817-2.6% | $4,411-37.8% | $5,087-46.0% |
| Admin fee / account holder | $121 | $195-37.9% | $8,285-98.5% | $269-54.9% |