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 |
|---|---|---|
BENSLER, LLC3 years Service code 26 · EIN 71-1004774 | Advisory (Participants) | $147,096 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $65,510 |
RANDALL & HURLEY, INC.10+ years Service code 15 · EIN 91-1691540 | Recordkeeping | $32,366 |
CHARLES SCHWAB & CO., INC.7 years Service code 19 · EIN 94-1737782 | Securities Custodian | $26,674 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,253 | $122,186+4.1% | $146,958-13.4% | $199,593-36.2% |
| Participation rate | 94.7% | 78.3%+16.4pp | 82.2%+12.5pp | 72.0%+22.7pp |
| Annual return | 15.62% | 30.56%-14.9pp | 418.34%-402.7pp | 34.25%-18.6pp |
| Employer contribution / active EE | $2,821 | $4,093-31.1% | $4,933-42.8% | $3,034-7.0% |
| Participant deferral / active EE | $9,194 | $8,502+8.1% | $8,070+13.9% | $5,087+80.7% |
| Admin fee / account holder | $120 | $179-33.0% | $12,998-99.1% | $269-55.5% |