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 |
|---|---|---|
Service code 27 · EIN 45-4118952 | Advisory (Plan) | $6,500 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $5,163 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,709 | $54,045+154.8% | $115,157+19.6% | $65,185+111.3% |
| Participation rate | 84.1% | 63.5%+20.6pp | 75.9%+8.2pp | 70.2%+13.9pp |
| Annual return | 29.27% | 26.55%+2.7pp | 35.60%-6.3pp | 29.38%-0.1pp |
| Employer contribution / active EE | $1,908 | $1,653+15.4% | $3,179-40.0% | $2,177-12.3% |
| Participant deferral / active EE | $3,084 | $2,504+23.1% | $4,168-26.0% | $3,514-12.2% |
| Admin fee / account holder | $117 | $626-81.4% | $7,088-98.4% | $847-86.2% |