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 & FOSTER6+ years Filed as: FOSTER WEALTH INC. Service code 27 5 CENTERPOINTE DRIVE · LAKE OSWEGO, OR 97035 | Advisory (Plan) | $37,473 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $1,125 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,868 | $59,263-34.4% | $96,562-59.7% | $79,386-51.0% |
| Participation rate | 82.3% | 61.9%+20.4pp | 69.8%+12.4pp | 70.7%+11.6pp |
| Annual return | 15.60% | 27.07%-11.5pp | 37.78%-22.2pp | 116.85%-101.3pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,356-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $4,632 | $2,948+57.1% | $3,849+20.4% | $4,046+14.5% |
| Admin fee / account holder | $124 | $658-81.2% | $6,181-98.0% | $626-80.3% |