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 |
|---|---|---|
Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 28 · EIN 04-3638035 | Investment Management | $154,146 |
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $103,909 |
GRANT THORNTON LLP7 years Service code 10 · EIN 36-6055558 | Accounting | $24,150 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $1,159 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,571 | $82,202+77.1% | $125,339+16.1% | $64,808+124.6% |
| Participation rate | 95.5% | 77.9%+17.6pp | 82.4%+13.1pp | 71.5%+24.1pp |
| Annual return | -16.01% | 3.48%-19.5pp | 572.05%-588.1pp | 32.82%-48.8pp |
| Employer contribution / active EE | $4,753 | $3,615+31.5% | $4,814-1.3% | $2,506+89.7% |
| Participant deferral / active EE | $13,798 | $7,175+92.3% | $7,446+85.3% | $4,310+220.1% |
| Admin fee / account holder | $173 | $163+5.9% | $10,010-98.3% | $188-8.0% |