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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $1,212 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $79,311 | $98,982-19.9% | $162,163-51.1% | $65,185+21.7% |
| Participation rate | 86.2% | 85.8%+0.4pp | 87.6%-1.3pp | 70.2%+16.0pp |
| Annual return | 20.57% | 24.84%-4.3pp | 115.59%-95.0pp | 29.38%-8.8pp |
| Employer contribution / active EE | $3,334 | $3,467-3.8% | $5,614-40.6% | $2,177+53.2% |
| Participant deferral / active EE | $3,815 | $5,384-29.2% | $7,298-47.7% | $3,514+8.6% |
| Admin fee / account holder | $5 | $596-99.1% | $10,843-99.9% | $847-99.4% |