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 |
|---|---|---|
CALIBER AUDIT & ATTEST3 years Service code 10 · EIN 26-2380873 | Accounting | $10,750 |
HICKS PENSION SERVICES1 year Filed as: HICKS PENSION SERVICES - SAN LUIS O Service code 15 · EIN 77-0155091 | Recordkeeping | $1,950 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $4 |
Service code 33 | Securities brokerage; Securities brok... | $0 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,405 | $102,553+2.8% | $151,611-30.5% | $66,914+57.5% |
| Participation rate | 74.0% | 85.5%-11.5pp | 87.5%-13.4pp | 69.8%+4.2pp |
| Annual return | -16.78% | -10.82%-6.0pp | 3.33%-20.1pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,947 | $4,180-53.4% | $6,166-68.4% | $2,544-23.5% |
| Participant deferral / active EE | $5,768 | $6,641-13.1% | $8,363-31.0% | $4,237+36.1% |
| Admin fee / account holder | $260 | $630-58.8% | $11,616-97.8% | $593-56.2% |