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.2 years Service code 26 · EIN 27-1957427 | Advisory (Participants) | $64,229 |
TRAUTMANN MAHER & ASSOCIATES7+ years Filed as: TRAUTMANN, MAHER & ASSOC. Service code 15 · EIN 91-1526584 | Recordkeeping | $28,581 |
SABEY CPA, PLLC2 years Service code 10 · EIN 83-2111556 | Accounting | $13,500 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB TRUST CO Service code 18 · EIN 42-1558009 | Custodial (other than securities) | $6,323 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,262 | $60,776+61.7% | $85,682+14.7% | $79,386+23.8% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.9%+30.1pp | 70.7%+29.3pp |
| Annual return | 9.15% | 16.57%-7.4pp | 21.49%-12.3pp | 116.85%-107.7pp |
| Employer contribution / active EE | $2,586 | $1,663+55.5% | $2,618-1.2% | $2,427+6.5% |
| Participant deferral / active EE | $1,039 | $2,919-64.4% | $3,923-73.5% | $4,046-74.3% |
| Admin fee / account holder | $713 | $438+62.6% | $6,873-89.6% | $626+13.8% |