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 |
|---|---|---|
ALPHAPOINT, INC.8+ years Service code 28 · EIN 14-1884337 | Investment Management | $11,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $9,422 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $453,950 | $82,202+452.2% | $125,339+262.2% | $64,808+600.5% |
| Participation rate | 89.6% | 77.9%+11.7pp | 82.4%+7.2pp | 71.5%+18.1pp |
| Annual return | -16.67% | 3.48%-20.1pp | 572.05%-588.7pp | 32.82%-49.5pp |
| Employer contribution / active EE | $18,681 | $3,615+416.7% | $4,814+288.1% | $2,506+645.5% |
| Participant deferral / active EE | $11,948 | $7,175+66.5% | $7,446+60.5% | $4,310+177.2% |
| Admin fee / account holder | $59 | $163-63.7% | $10,010-99.4% | $188-68.4% |