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 |
|---|---|---|
PATHSTONE ADVISORS INC.1 year Service code 26 · EIN 27-1957427 | Advisory (Participants) | $34,330 |
TRAUTMANN MAHER & ASSOCIATES6+ years Filed as: TRAUTMANN, MAHER & ASSOC. Service code 15 · EIN 91-1526584 | Recordkeeping | $26,505 |
SABEY CPA, PLLC1 year Service code 10 · EIN 83-2111556 | Accounting | $13,500 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB TRUST CO Service code 18 · EIN 42-1558009 | Custodial (other than securities) | $5,954 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,999 | $55,636+72.5% | $81,983+17.1% | $73,488+30.6% |
| Participation rate | 95.7% | 62.3%+33.4pp | 69.2%+26.4pp | 70.7%+25.0pp |
| Annual return | 10.31% | 19.07%-8.8pp | 41.31%-31.0pp | 28.51%-18.2pp |
| Employer contribution / active EE | $2,174 | $1,625+33.8% | $2,498-13.0% | $2,270-4.2% |
| Participant deferral / active EE | $1,199 | $2,762-56.6% | $3,722-67.8% | $3,740-67.9% |
| Admin fee / account holder | $515 | $493+4.4% | $5,664-90.9% | $513+0.3% |