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: FINDEC BENEFIT SERVICES Service code 13 · EIN 85-3986400 | Contract Administrator | $21,149 |
Service code 27 · EIN 85-3994987 | Advisory (Plan) | $92 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities); Cu... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,739 | $60,776-36.3% | $85,682-54.8% | $79,386-51.2% |
| Participation rate | 81.0% | 62.1%+18.9pp | 69.9%+11.1pp | 70.7%+10.3pp |
| Annual return | 12.46% | 16.57%-4.1pp | 21.49%-9.0pp | 116.85%-104.4pp |
| Employer contribution / active EE | $1,903 | $1,663+14.4% | $2,618-27.3% | $2,427-21.6% |
| Participant deferral / active EE | $3,183 | $2,919+9.1% | $3,923-18.8% | $4,046-21.3% |
| Admin fee / account holder | $108 | $438-75.3% | $6,873-98.4% | $626-82.7% |