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 |
|---|---|---|
THE PFE GROUP5 years Filed as: PFE ADVISORS, INC. Service code 28 · EIN 71-1036677 | Investment Management | $118,578 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $110,631 |
GRANT THORNTON LLP5 years Service code 10 · EIN 36-6055558 | Accounting | $20,475 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $802 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL 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 | $164,085 | $100,801+62.8% | $149,696+9.6% | $73,409+123.5% |
| Participation rate | 98.7% | 77.7%+21.0pp | 82.5%+16.2pp | 72.2%+26.5pp |
| Annual return | 15.30% | 265.34%-250.0pp | 276.60%-261.3pp | 59.29%-44.0pp |
| Employer contribution / active EE | $4,595 | $3,312+38.8% | $4,644-1.1% | $2,234+105.7% |
| Participant deferral / active EE | $12,864 | $6,404+100.9% | $6,842+88.0% | $3,805+238.0% |
| Admin fee / account holder | $163 | $181-10.1% | $9,309-98.3% | $158+3.0% |