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, LLC Service code 59 · EIN 38-3712991 | Shareholder Servicing | $4,163 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $1,835 |
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 | $62,366 | $58,879+5.9% | $178,490-65.1% | $73,488-15.1% |
| Participation rate | 73.1% | 66.2%+6.9pp | 81.9%-8.8pp | 70.7%+2.5pp |
| Annual return | 15.37% | 24.86%-9.5pp | 151.07%-135.7pp | 28.51%-13.1pp |
| Employer contribution / active EE | $1,630 | $2,236-27.1% | $5,011-67.5% | $2,270-28.2% |
| Participant deferral / active EE | $3,289 | $2,567+28.1% | $5,202-36.8% | $3,740-12.0% |
| Admin fee / account holder | $28 | $400-93.1% | $13,984-99.8% | $513-94.6% |