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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $30,820 |
ALPHAPOINT, INC.10+ years Service code 28 · EIN 14-1884337 | Investment Management | $15,000 |
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 | $573,499 | $106,028+440.9% | $146,958+290.2% | $77,643+638.6% |
| Participation rate | 85.9% | 78.4%+7.5pp | 82.2%+3.7pp | 70.6%+15.3pp |
| Annual return | 15.16% | 56.73%-41.6pp | 418.34%-403.2pp | 31.24%-16.1pp |
| Employer contribution / active EE | $20,063 | $4,063+393.8% | $4,933+306.7% | $2,726+636.0% |
| Participant deferral / active EE | $13,243 | $7,990+65.7% | $8,070+64.1% | $4,647+185.0% |
| Admin fee / account holder | $101 | $337-70.1% | $12,998-99.2% | $430-76.6% |