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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC. Service code 28 · EIN 13-2638166 | Investment Management | $62,500 |
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $33,192 |
MORISON COGEN LLP1 year Service code 10 · EIN 23-1406493 | Accounting | $18,500 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,019 | $82,130+80.2% | $453,369-67.4% | $79,386+86.5% |
| Participation rate | 89.7% | 73.4%+16.3pp | 78.0%+11.7pp | 70.7%+19.0pp |
| Annual return | 14.09% | 345.31%-331.2pp | 64.40%-50.3pp | 116.85%-102.8pp |
| Employer contribution / active EE | $0 | $2,659-100.0% | $4,070-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $7,741 | $4,314+79.4% | $6,209+24.7% | $4,046+91.4% |
| Admin fee / account holder | $267 | $531-49.6% | $11,209-97.6% | $626-57.3% |