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.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,350 |
ALERUS FINANCIAL, N.A.3 years Service code 15 · EIN 45-6062081 | Recordkeeping | $606 |
CHARLES SCHWAB & CO., INC.5+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $271,617 | $85,202+218.8% | $172,739+57.2% | $72,985+272.2% |
| Participation rate | 80.0% | 70.1%+9.9pp | 82.6%-2.6pp | 69.5%+10.5pp |
| Annual return | 21.20% | 27.32%-6.1pp | 802.84%-781.6pp | 81.00%-59.8pp |
| Employer contribution / active EE | $3,840 | $3,324+15.5% | $5,143-25.3% | $2,440+57.4% |
| Participant deferral / active EE | $6,312 | $3,260+93.6% | $5,198+21.4% | $3,607+75.0% |
| Admin fee / account holder | $7 | $5,884-99.9% | $13,954-100.0% | $5,124-99.9% |