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 PARTNERS6 years Service code 17 11601 WILSHIRE BOULEVARD · LOS ANGELES, CA 90025 | Pension Consulting | $66,430 |
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $5,840 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Investmen... | $0 |
Service code 12 · EIN 84-1477138 | Recordkeeping fees; Direct payment fr... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,151 | $105,179-11.4% | $64,056+45.4% | $80,160+16.2% |
| Participation rate | 40.2% | 73.5%-33.3pp | 72.3%-32.1pp | 72.9%-32.7pp |
| Annual return | 19.15% | 20.34%-1.2pp | 33.69%-14.5pp | 40.38%-21.2pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,747-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $2,846 | $4,020-29.2% | $3,880-26.6% | $5,017-43.3% |
| Admin fee / account holder | $217 | $113+91.7% | $3,068-92.9% | $145+49.8% |