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 | $39,525 |
MAYER HOFFMAN MCCANN P.C.2 years Filed as: MAYER HOFFMAN MCCANN, P.C. Service code 10 · EIN 43-1947695 | Accounting | $9,450 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $109 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,010 | $98,750+41.8% | $149,696-6.5% | $79,858+75.3% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.5%+8.4pp | 69.6%+21.3pp |
| Annual return | 12.33% | 27.43%-15.1pp | 276.60%-264.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $4,355 | $3,216+35.4% | $4,644-6.2% | $2,471+76.3% |
| Participant deferral / active EE | $16,455 | $5,680+189.7% | $6,842+140.5% | $3,740+340.0% |
| Admin fee / account holder | $300 | $6,053-95.1% | $9,309-96.8% | $5,306-94.4% |