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 |
|---|---|---|
GRANT THORNTON LLP2+ years Service code 10 · EIN 36-6055558 | Accounting | $17,388 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $16,761 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $3,352 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
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 | $95,137 | $85,635+11.1% | $123,892-23.2% | $63,975+48.7% |
| Participation rate | 97.8% | 74.9%+22.9pp | 81.4%+16.4pp | 71.1%+26.7pp |
| Annual return | 8.42% | 15.74%-7.3pp | 47.52%-39.1pp | 48.65%-40.2pp |
| Employer contribution / active EE | $1,022 | $3,076-66.8% | $4,617-77.9% | $2,182-53.1% |
| Participant deferral / active EE | $9,698 | $5,667+71.1% | $5,984+62.1% | $3,356+188.9% |
| Admin fee / account holder | $23 | $75-69.0% | $8,357-99.7% | $70-67.0% |