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 |
|---|---|---|
FINANCIAL ENGINES4 years Filed as: FINANCIAL ENGINES INC Service code 28 · EIN 94-3250323 | Investment Management | $517,534 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $36,834 |
Filed as: ANGELES INVESTMENT ADVISORS LL Service code 28 · EIN 95-4839031 | Investment Management | $31,076 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 26 · EIN 36-4319587 | Advisory (Participants) | $25,456 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $11,750 |
SEYFARTH SHAW LLP1 year Service code 29 · EIN 36-2152202 | Legal | $5,120 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $1,462 |
Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,213 | $67,679+37.7% | $155,509-40.1% | $99,062-5.9% |
| Participation rate | 98.7% | 67.2%+31.5pp | 78.2%+20.5pp | 71.6%+27.1pp |
| Annual return | 12.79% | 16.16%-3.4pp | 64.67%-51.9pp | 17.66%-4.9pp |
| Employer contribution / active EE | $6,488 | $2,268+186.0% | $4,672+38.9% | $3,262+98.9% |
| Participant deferral / active EE | $0 | $3,828-100.0% | $5,626-100.0% | $5,331-100.0% |
| Admin fee / account holder | $69 | $94-26.9% | $15,912-99.6% | $109-37.1% |