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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $82,886 |
FIDUCIARY INVESTMENT ADVISORS5+ years Service code 28 · EIN 20-4751585 | Investment Management | $36,465 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,664 | $44,734+17.7% | $99,443-47.0% | $67,579-22.1% |
| Participation rate | 93.8% | 66.2%+27.7pp | 73.8%+20.0pp | 71.3%+22.6pp |
| Annual return | 18.14% | 32.45%-14.3pp | 30.72%-12.6pp | 378.56%-360.4pp |
| Employer contribution / active EE | $2,016 | $1,261+59.9% | $2,540-20.6% | $2,148-6.1% |
| Participant deferral / active EE | $3,013 | $2,731+10.3% | $3,619-16.7% | $3,539-14.9% |
| Admin fee / account holder | $173 | $120+44.6% | $6,250-97.2% | $142+21.6% |