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.6 years Service code 26 · EIN 27-1957427 | Advisory (Participants) | $36,661 |
NWPS3 years Service code 15 · EIN 91-1526584 | Recordkeeping | $26,464 |
SABEY CPA, PLLC6 years Service code 10 · EIN 83-2111556 | Accounting | $17,500 |
CHARLES SCHWAB & CO., INC.11+ years Filed as: CHARLES SCHWAB TRUST CO Service code 18 · EIN 42-1558009 | Custodial (other than securities) | $4,068 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,148 | $59,097+3.5% | $82,389-25.8% | $74,304-17.7% |
| Participation rate | 100.0% | 52.8%+47.2pp | 69.5%+30.5pp | 60.3%+39.7pp |
| Annual return | 14.58% | 22.85%-8.3pp | 28.67%-14.1pp | 29.43%-14.9pp |
| Employer contribution / active EE | $1,759 | $1,601+9.9% | $2,517-30.1% | $2,241-21.5% |
| Participant deferral / active EE | $469 | $2,775-83.1% | $4,155-88.7% | $3,767-87.5% |
| Admin fee / account holder | $487 | $4,489-89.2% | $7,231-93.3% | $2,969-83.6% |