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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $119,158 |
Service code 28 · EIN 47-1411118 | Investment Management | $75,000 |
WITHUMSMITH+BROWN, PC1 year Filed as: PARKER BROWN MACAULAY & SHEERIN, PC Service code 29 · EIN 04-3422478 | Legal | $15,290 |
Service code 26 · EIN 95-4806910 | Advisory (Participants) | $12,318 |
CHARLES SCHWAB & CO., INC.9 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $589 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $439,458 | $106,028+314.5% | $146,958+199.0% | $77,643+466.0% |
| Participation rate | 95.2% | 78.4%+16.8pp | 82.2%+13.0pp | 70.6%+24.6pp |
| Annual return | 14.87% | 56.73%-41.9pp | 418.34%-403.5pp | 31.24%-16.4pp |
| Employer contribution / active EE | $20,251 | $4,063+398.4% | $4,933+310.5% | $2,726+642.9% |
| Participant deferral / active EE | $9,536 | $7,990+19.4% | $8,070+18.2% | $4,647+105.2% |
| Admin fee / account holder | $214 | $337-36.6% | $12,998-98.4% | $430-50.3% |