Filed December 12, 2024
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, LLC9 years Filed as: ICAPITAL LLC Service code 28 · EIN 76-0708798 | Investment Management | $107,121 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $25,725 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,941 | $129,021-41.9% | $184,203-59.3% | $77,643-3.5% |
| Participation rate | 97.9% | 87.3%+10.6pp | 86.8%+11.1pp | 70.6%+27.3pp |
| Annual return | 14.49% | 33.27%-18.8pp | 28.81%-14.3pp | 31.24%-16.8pp |
| Employer contribution / active EE | $3,213 | $4,413-27.2% | $6,427-50.0% | $2,726+17.9% |
| Participant deferral / active EE | $7,445 | $7,297+2.0% | $9,131-18.5% | $4,647+60.2% |
| Admin fee / account holder | $156 | $254-38.5% | $13,901-98.9% | $430-63.7% |