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 |
|---|---|---|
FOSTER & FOSTER4+ years Filed as: FOSTER WEALTH INC. Service code 27 5 CENTERPOINTE DRIVE · LAKE OSWEGO, OR 97035 | Advisory (Plan) | $33,172 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $1,420 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,321 | $49,138-34.2% | $84,015-61.5% | $65,185-50.4% |
| Participation rate | 72.4% | 60.7%+11.6pp | 69.0%+3.4pp | 70.2%+2.2pp |
| Annual return | 18.18% | 23.00%-4.8pp | 71.31%-53.1pp | 29.38%-11.2pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,766 | $2,397+15.4% | $3,239-14.6% | $3,514-21.3% |
| Admin fee / account holder | $119 | $543-78.1% | $6,101-98.1% | $847-86.0% |