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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $112,894 |
CAPFINANCIAL PARTNERS LLC5 years Service code 28 · EIN 26-0058143 | Investment Management | $78,000 |
DAY PITNEY LLP8 years Service code 29 · EIN 06-0317480 | Legal | $16,270 |
PKF O'CONNOR DAVIES, LLP3 years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $14,500 |
Service code 26 · EIN 20-2759063 | Advisory (Participants) | $5,412 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $537 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,968 | $84,993+78.8% | $129,995+16.9% | $80,160+89.6% |
| Participation rate | 90.8% | 79.5%+11.3pp | 78.5%+12.3pp | 72.9%+17.9pp |
| Annual return | 17.26% | 23.76%-6.5pp | -137.18%+154.4pp | 40.38%-23.1pp |
| Employer contribution / active EE | $3,421 | $3,051+12.1% | $4,320-20.8% | $2,978+14.9% |
| Participant deferral / active EE | $8,668 | $4,984+73.9% | $5,820+48.9% | $5,017+72.8% |
| Admin fee / account holder | $88 | $391-77.5% | $10,614-99.2% | $145-39.4% |