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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $236,962 |
SOLARIS ADVISORS LLC2 years Filed as: SOLARIS ADVISORS Service code 26 · EIN 84-1734245 | Advisory (Participants) | $42,104 |
ASPIRIANT LLC5 years Service code 26 · EIN 26-1518255 | Advisory (Participants) | $39,827 |
FIRST REPUBLIC INVESTMENT MANA8+ years Service code 26 · EIN 22-3623353 | Advisory (Participants) | $33,119 |
THE BANK OF NEW YORK MELLON7 years Filed as: BNY MELLON NATIONAL ASSOC Service code 26 · EIN 25-0659306 | Advisory (Participants) | $31,283 |
Filed as: BUCKINGHAM STRATEGIC WEALTH LL Service code 26 · EIN 20-8306720 | Advisory (Participants) | $21,679 |
Service code 26 · EIN 56-2326959 | Advisory (Participants) | $19,624 |
Filed as: HEMINGTON WEALTH MANAGEMENT Service code 26 · EIN 46-3425132 | Advisory (Participants) | $19,248 |
CALLAN LLC8+ years Filed as: CALLAN CAPITAL LLC Service code 26 · EIN 20-8228510 | Advisory (Participants) | $17,935 |
LYELL WEALTH MANAGEMENT LP2 years Service code 26 · EIN 81-1713122 | Advisory (Participants) | $13,554 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,565 | $95,388+157.4% | $125,339+95.9% | $77,904+215.2% |
| Participation rate | 91.9% | 78.6%+13.3pp | 82.4%+9.5pp | 73.7%+18.2pp |
| Annual return | -16.58% | 116.19%-132.8pp | 572.05%-588.6pp | 12.21%-28.8pp |
| Employer contribution / active EE | $8,487 | $3,666+131.5% | $4,814+76.3% | $2,848+198.1% |
| Participant deferral / active EE | $13,734 | $7,711+78.1% | $7,446+84.4% | $4,806+185.8% |
| Admin fee / account holder | $78 | $119-34.5% | $10,010-99.2% | $133-41.3% |