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: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $86,466 |
ICAPITAL, LLC1 year Filed as: ICAPITAL LLC Service code 28 · EIN 76-0708798 | Investment Management | $74,113 |
DISANTO PRIEST & CO.1 year Filed as: DISANTO PRIEST AND CO Service code 28 · EIN 57-1139864 | Investment Management | $29,750 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,573 | $55,790+10.4% | $76,817-19.8% | $67,579-8.9% |
| Participation rate | 74.4% | 71.1%+3.3pp | 72.1%+2.3pp | 71.3%+3.1pp |
| Annual return | 3.63% | 64.45%-60.8pp | 1166.11%-1162.5pp | 378.56%-374.9pp |
| Employer contribution / active EE | $2,863 | $1,810+58.1% | $2,302+24.4% | $2,148+33.3% |
| Participant deferral / active EE | $3,035 | $2,875+5.6% | $3,336-9.0% | $3,539-14.3% |
| Admin fee / account holder | $293 | $159+83.8% | $6,420-95.4% | $142+105.6% |