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.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $13,728 |
401K BENEFIT CONSULTANTS, LLC1+ years Service code 28 · EIN 46-0738868 | Investment Management | $9,141 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $15 |
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 | $98,126 | $72,770+34.8% | $67,652+45.0% | $55,191+77.8% |
| Participation rate | 82.5% | 78.8%+3.7pp | 75.7%+6.8pp | 69.2%+13.4pp |
| Annual return | 0.37% | -3.26%+3.6pp | 6625.04%-6624.7pp | 10.78%-10.4pp |
| Employer contribution / active EE | $1,446 | $1,769-18.3% | $2,266-36.2% | $1,899-23.8% |
| Participant deferral / active EE | $4,716 | $3,408+38.4% | $3,560+32.5% | $3,046+54.8% |
| Admin fee / account holder | $23 | $79-70.9% | $4,821-99.5% | $91-74.7% |