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 |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RET. INC/ADVISOR SERVICES LLC Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $26,000 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $14,108 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $1,569 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Direct payment from the plan; Securit... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,709 | $44,794+86.9% | $90,281-7.3% | $77,787+7.6% |
| Participation rate | 98.7% | 66.6%+32.2pp | 73.3%+25.5pp | 73.2%+25.5pp |
| Annual return | 21.75% | 28.23%-6.5pp | 78.10%-56.3pp | 32.57%-10.8pp |
| Employer contribution / active EE | $2,070 | $1,809+14.4% | $2,854-27.5% | $2,504-17.4% |
| Participant deferral / active EE | $5,904 | $2,642+123.5% | $3,885+52.0% | $3,967+48.8% |
| Admin fee / account holder | $35 | $94-63.1% | $5,351-99.3% | $100-65.2% |