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.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $118,232 |
CAPFINANCIAL PARTNERS LLC3 years Service code 28 · EIN 26-0058143 | Investment Management | $78,198 |
BDO USA, LLP1 year Filed as: BDO USA PC Service code 10 · EIN 13-5381590 | Accounting | $27,866 |
CLEARSTEAD ADVISORS, LLC1 year Service code 10 · EIN 34-1597728 | Accounting | $21,481 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $46 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,290 | $106,028+41.7% | $146,958+2.3% | $77,643+93.6% |
| Participation rate | 91.9% | 78.4%+13.6pp | 82.2%+9.8pp | 70.6%+21.4pp |
| Annual return | 14.07% | 56.73%-42.7pp | 418.34%-404.3pp | 31.24%-17.2pp |
| Employer contribution / active EE | $2,312 | $4,063-43.1% | $4,933-53.1% | $2,726-15.2% |
| Participant deferral / active EE | $10,257 | $7,990+28.4% | $8,070+27.1% | $4,647+120.7% |
| Admin fee / account holder | $165 | $337-51.0% | $12,998-98.7% | $430-61.6% |