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.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $155,536 |
BDO USA, LLP5 years Service code 10 · EIN 13-5381590 | Accounting | $45,546 |
Service code 28 · EIN 26-0058143 | Investment Management | $37,129 |
SEYFARTH SHAW LLP8+ years Service code 29 · EIN 36-2152202 | Legal | $10,575 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $302 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,445 | $82,202+35.6% | $125,339-11.1% | $64,808+72.0% |
| Participation rate | 93.5% | 77.9%+15.7pp | 82.4%+11.2pp | 71.5%+22.1pp |
| Annual return | -16.48% | 3.48%-20.0pp | 572.05%-588.5pp | 32.82%-49.3pp |
| Employer contribution / active EE | $2,638 | $3,615-27.0% | $4,814-45.2% | $2,506+5.3% |
| Participant deferral / active EE | $8,483 | $7,175+18.2% | $7,446+13.9% | $4,310+96.8% |
| Admin fee / account holder | $138 | $163-15.6% | $10,010-98.6% | $188-26.7% |