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 | $18,345 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,446 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,871 | $50,815+17.8% | $155,509-61.5% | $77,643-22.9% |
| Participation rate | 93.1% | 63.1%+29.9pp | 78.2%+14.9pp | 70.6%+22.5pp |
| Annual return | 12.03% | 34.80%-22.8pp | 64.67%-52.6pp | 31.24%-19.2pp |
| Employer contribution / active EE | $2,709 | $1,993+35.9% | $4,672-42.0% | $2,726-0.6% |
| Participant deferral / active EE | $3,540 | $2,822+25.4% | $5,626-37.1% | $4,647-23.8% |
| Admin fee / account holder | $70 | $437-84.0% | $15,912-99.6% | $430-83.8% |