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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $217,078 |
CAPFINANCIAL PARTNERS LLC3 years Service code 28 · EIN 26-0058143 | Investment Management | $78,000 |
DAY PITNEY LLP6 years Service code 29 · EIN 06-0317480 | Legal | $22,150 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $13,645 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.7+ 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 | $161,777 | $91,746+76.3% | $146,665+10.3% | $93,030+73.9% |
| Participation rate | 96.9% | 80.9%+16.0pp | 80.1%+16.8pp | 73.9%+23.0pp |
| Annual return | 14.50% | 18.28%-3.8pp | 22.74%-8.2pp | 158.70%-144.2pp |
| Employer contribution / active EE | $3,478 | $2,815+23.6% | $4,136-15.9% | $2,706+28.5% |
| Participant deferral / active EE | $8,531 | $4,589+85.9% | $5,506+54.9% | $4,562+87.0% |
| Admin fee / account holder | $130 | $101+28.9% | $10,280-98.7% | $152-14.0% |