Filed December 30, 2022 (most recent of 2 filings on file)
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 15 · EIN 16-1450952 | Recordkeeping | $633 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,014 | $121,341-29.1% | $189,513-54.6% | $79,386+8.3% |
| Participation rate | 91.8% | 86.1%+5.7pp | 87.8%+4.0pp | 70.7%+21.1pp |
| Annual return | 15.81% | 21.08%-5.3pp | 555.15%-539.3pp | 116.85%-101.0pp |
| Employer contribution / active EE | $1,986 | $3,915-49.3% | $6,162-67.8% | $2,427-18.2% |
| Participant deferral / active EE | $5,544 | $6,395-13.3% | $8,221-32.6% | $4,046+37.0% |
| Admin fee / account holder | $5 | $651-99.2% | $12,045-100.0% | $626-99.1% |