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 |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY Service code 13 · EIN 38-3712991 | Contract Administrator | $32,696 |
MATISSE CAPITAL8 years Service code 27 · EIN 27-5035231 | Advisory (Plan) | $30,577 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 30-1413443 | Accounting | $20,213 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,499 |
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 | $44,083 | $59,417-25.8% | $93,606-52.9% | $74,495-40.8% |
| Participation rate | 86.3% | 59.7%+26.7pp | 68.7%+17.6pp | 67.2%+19.1pp |
| Annual return | 13.18% | 81.83%-68.7pp | 133.20%-120.0pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $2,008 | $1,264+58.9% | $2,420-17.0% | $2,623-23.4% |
| Participant deferral / active EE | $3,315 | $3,050+8.7% | $4,411-24.9% | $4,346-23.7% |
| Admin fee / account holder | $375 | $3,021-87.6% | $8,285-95.5% | $1,942-80.7% |