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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $128,523 |
ICAPITAL, LLC7 years Filed as: ICAPITAL LLC Service code 28 · EIN 76-0708798 | Investment Management | $91,810 |
DISANTO PRIEST & CO.7 years Filed as: DISANTO PRIEST AND CO Service code 10 · EIN 57-1139864 | Accounting | $20,000 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.8 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,520 | $89,178-34.4% | $91,541-36.1% | $102,872-43.1% |
| Participation rate | 57.9% | 79.7%-21.8pp | 69.8%-11.9pp | 73.0%-15.2pp |
| Annual return | 14.25% | 14.52%-0.3pp | 20.50%-6.2pp | 19.06%-4.8pp |
| Employer contribution / active EE | $1,441 | $3,455-58.3% | $2,505-42.5% | $3,526-59.1% |
| Participant deferral / active EE | $2,873 | $4,657-38.3% | $4,008-28.3% | $5,535-48.1% |
| Admin fee / account holder | $198 | $134+47.7% | $6,956-97.2% | $292-32.2% |