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.3 years Service code 26 · EIN 27-1957427 | Advisory (Participants) | $45,706 |
TRAUTMANN MAHER & ASSOCIATES8+ years Filed as: TRAUTMANN, MAHER & ASSOC. Service code 15 · EIN 91-1526584 | Recordkeeping | $29,470 |
SABEY CPA, PLLC3 years Service code 10 · EIN 83-2111556 | Accounting | $14,250 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB TRUST CO Service code 18 · EIN 42-1558009 | Custodial (other than securities) | $5,639 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,796 | $63,442+22.6% | $68,791+13.1% | $66,914+16.3% |
| Participation rate | 100.0% | 60.0%+40.0pp | 69.0%+31.0pp | 69.8%+30.2pp |
| Annual return | -14.46% | -8.29%-6.2pp | -6.38%-8.1pp | 1.58%-16.0pp |
| Employer contribution / active EE | $2,752 | $1,775+55.1% | $2,655+3.7% | $2,544+8.2% |
| Participant deferral / active EE | $894 | $2,945-69.6% | $3,941-77.3% | $4,237-78.9% |
| Admin fee / account holder | $594 | $577+2.9% | $4,932-88.0% | $593+0.2% |