Filed February 2, 2023 (most recent of 3 filings on file)
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 | $114,793 |
CAPFINANCIAL PARTNERS LLC6 years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $78,000 |
DAY PITNEY LLP9 years Service code 29 · EIN 06-0317480 | Legal | $18,979 |
OCONNOR DAVIES,7 years Filed as: OCONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $14,500 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,336 | $2,679,533-93.2% | $164,813+11.2% | $199,593-8.1% |
| Participation rate | 96.1% | 78.3%+17.8pp | 78.6%+17.5pp | 72.0%+24.1pp |
| Annual return | 28.41% | 17.93%+10.5pp | 69.93%-41.5pp | 34.25%-5.8pp |
| Employer contribution / active EE | $3,842 | $2,970+29.4% | $4,341-11.5% | $3,034+26.6% |
| Participant deferral / active EE | $9,878 | $5,010+97.2% | $6,031+63.8% | $5,087+94.2% |
| Admin fee / account holder | $88 | $1,982-95.6% | $12,690-99.3% | $269-67.4% |