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 | $2,742 |
CHARLES SCHWAB & CO., INC.8 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 | $84,003 | $122,239-31.3% | $184,203-54.4% | $74,495+12.8% |
| Participation rate | 90.1% | 85.5%+4.6pp | 86.8%+3.3pp | 67.2%+22.9pp |
| Annual return | 14.61% | 19.95%-5.3pp | 28.81%-14.2pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $2,168 | $4,537-52.2% | $6,427-66.3% | $2,623-17.3% |
| Participant deferral / active EE | $5,454 | $7,139-23.6% | $9,131-40.3% | $4,346+25.5% |
| Admin fee / account holder | $20 | $1,260-98.4% | $13,901-99.9% | $1,942-98.9% |