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 |
|---|---|---|
ICAPITAL, LLC3 years Filed as: ICAPITAL LLC Service code 28 · EIN 76-0708798 | Investment Management | $96,367 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $91,516 |
DISANTO PRIEST & CO.1 year Filed as: DISANTO PRIEST AND CO. Service code 10 · EIN 57-1139864 | Accounting | $22,500 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,089 | $66,528-3.7% | $86,874-26.2% | $86,799-26.2% |
| Participation rate | 68.5% | 72.4%-3.9pp | 71.6%-3.2pp | 72.3%-3.8pp |
| Annual return | 19.47% | 19.56%-0.1pp | 63.52%-44.1pp | 97.91%-78.4pp |
| Employer contribution / active EE | $1,489 | $2,007-25.8% | $2,495-40.3% | $2,405-38.1% |
| Participant deferral / active EE | $3,193 | $3,240-1.5% | $3,699-13.7% | $4,131-22.7% |
| Admin fee / account holder | $257 | $148+73.4% | $5,828-95.6% | $170+51.5% |