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 | $46,464-7.4% | $150,298-71.4% | $79,634-46.0% |
| Participation rate | 94.9% | 57.0%+37.9pp | 77.8%+17.1pp | 62.5%+32.4pp |
| Annual return | 18.30% | 27.89%-9.6pp | 62.79%-44.5pp | 36.46%-18.2pp |
| Employer contribution / active EE | $1,405 | $1,512-7.1% | $4,154-66.2% | $2,529-44.5% |
| Participant deferral / active EE | $8,307 | $2,157+285.1% | $5,453+52.3% | $3,835+116.6% |
| Admin fee / account holder | $117 | $891-86.8% | $14,116-99.2% | $1,002-88.3% |