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 |
|---|---|---|
RANDALL & HURLEY, INC.8 years Filed as: RANDALL & HURLEY INC Service code 15 · EIN 91-1661080 | Recordkeeping | $130,848 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $27,870 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,037 | $50,982-15.6% | $154,803-72.2% | $85,563-49.7% |
| Participation rate | 94.9% | 59.8%+35.1pp | 78.1%+16.8pp | 66.0%+28.9pp |
| Annual return | 18.30% | 30.35%-12.0pp | 58.88%-40.6pp | 31.51%-13.2pp |
| Employer contribution / active EE | $1,405 | $1,708-17.8% | $4,305-67.4% | $2,654-47.1% |
| Participant deferral / active EE | $8,307 | $2,474+235.7% | $5,540+49.9% | $4,375+89.9% |
| Admin fee / account holder | $117 | $846-86.1% | $14,329-99.2% | $834-85.9% |