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 |
|---|---|---|
CERITY PARTNERS4 years Service code 17 11601 WILSHIRE BOULEVARD · LOS ANGELES, CA 90025 | Pension Consulting | $247,576 |
Service code 12 · EIN 84-1477138 | Participant communication; Direct pay... | $50,007 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Trustee (bank, trust company, or simi... | $29,088 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $99,432 | $120,057-17.2% | $75,696+31.4% | $93,030+6.9% |
| Participation rate | 45.2% | 77.3%-32.1pp | 74.8%-29.7pp | 73.9%-28.7pp |
| Annual return | 14.06% | 19.62%-5.6pp | 104.53%-90.5pp | 158.70%-144.6pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,743-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $3,393 | $4,089-17.0% | $3,821-11.2% | $4,562-25.6% |
| Admin fee / account holder | $369 | $81+352.8% | $3,619-89.8% | $152+143.1% |