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.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,592 |
ALERUS FINANCIAL, N.A.2 years Service code 15 · EIN 45-6062081 | Recordkeeping | $400 |
CHARLES SCHWAB & CO., INC.4+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $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 | $208,163 | $76,000+173.9% | $154,107+35.1% | $64,186+224.3% |
| Participation rate | 88.9% | 70.4%+18.5pp | 83.0%+5.9pp | 69.6%+19.3pp |
| Annual return | -6.22% | 30.32%-36.5pp | 735.12%-741.3pp | 7.63%-13.9pp |
| Employer contribution / active EE | $3,943 | $3,351+17.7% | $5,298-25.6% | $2,381+65.6% |
| Participant deferral / active EE | $6,368 | $3,175+100.6% | $5,081+25.3% | $3,470+83.5% |
| Admin fee / account holder | $4 | $5,596-99.9% | $13,411-100.0% | $4,888-99.9% |