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 |
|---|---|---|
MCGRIFF INSURANCE SERVICES2 years Filed as: MCGRIFF INSURANCE SERVICES INC. Service code 28 · EIN 56-1623293 | Investment Management | $18,750 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $6,177 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $290 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,540 | $78,781+94.9% | $100,516+52.8% | $73,409+109.2% |
| Participation rate | 81.3% | 80.0%+1.2pp | 79.4%+1.8pp | 72.2%+9.1pp |
| Annual return | 14.39% | 31.69%-17.3pp | 30.89%-16.5pp | 59.29%-44.9pp |
| Employer contribution / active EE | $3,574 | $2,420+47.7% | $3,418+4.6% | $2,234+60.0% |
| Participant deferral / active EE | $10,619 | $6,537+62.4% | $6,270+69.4% | $3,805+179.1% |
| Admin fee / account holder | $47 | $145-67.8% | $8,081-99.4% | $158-70.3% |