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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $105,354 |
Filed as: VALLEY FORGE INVESTMENT CONSUL Service code 28 · EIN 23-2748550 | Investment Management | $52,500 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,652 | $106,028-10.7% | $146,958-35.6% | $77,643+21.9% |
| Participation rate | 96.4% | 78.4%+18.0pp | 82.2%+14.3pp | 70.6%+25.8pp |
| Annual return | 20.45% | 56.73%-36.3pp | 418.34%-397.9pp | 31.24%-10.8pp |
| Employer contribution / active EE | $5,544 | $4,063+36.4% | $4,933+12.4% | $2,726+103.4% |
| Participant deferral / active EE | $11,733 | $7,990+46.8% | $8,070+45.4% | $4,647+152.5% |
| Admin fee / account holder | $139 | $337-58.9% | $12,998-98.9% | $430-67.8% |