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.5 years Service code 26 · EIN 27-1957427 | Advisory (Participants) | $39,637 |
SABEY CPA, PLLC5 years Service code 10 · EIN 83-2111556 | Accounting | $32,350 |
NWPS2 years Service code 15 · EIN 91-1526584 | Recordkeeping | $27,405 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB TRUST CO Service code 18 · EIN 42-1558009 | Custodial (other than securities) | $4,558 |
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 | $61,513 | $54,517+12.8% | $75,972-19.0% | $74,495-17.4% |
| Participation rate | 100.0% | 60.3%+39.7pp | 69.1%+30.9pp | 67.2%+32.8pp |
| Annual return | 8.46% | 31.82%-23.4pp | 359.55%-351.1pp | 1364.94%-1356.5pp |
| Employer contribution / active EE | $1,754 | $1,777-1.3% | $2,685-34.7% | $2,623-33.1% |
| Participant deferral / active EE | $445 | $3,066-85.5% | $4,255-89.5% | $4,346-89.7% |
| Admin fee / account holder | $608 | $2,229-72.7% | $6,467-90.6% | $1,942-68.7% |