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.4 years Service code 26 · EIN 27-1957427 | Advisory (Participants) | $40,637 |
NWPS1 year Service code 15 · EIN 91-1526584 | Recordkeeping | $26,823 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB TRUST CO Service code 18 · EIN 42-1558009 | Custodial (other than securities) | $4,926 |
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 | $82,636 | $51,175+61.5% | $70,515+17.2% | $75,163+9.9% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 13.18% | 30.02%-16.8pp | 32.77%-19.6pp | 160.62%-147.4pp |
| Employer contribution / active EE | $2,337 | $1,826+28.0% | $2,973-21.4% | $2,670-12.5% |
| Participant deferral / active EE | $816 | $2,849-71.4% | $4,567-82.1% | $4,125-80.2% |
| Admin fee / account holder | $473 | $4,091-88.4% | $6,412-92.6% | $5,651-91.6% |