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 36-4389114 | Recordkeeping | $19,563 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Custodial... | $3,595 |
INDEPENDENT FINANCIAL PARTNERS2+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $2,042 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,651 | $60,349-42.6% | $74,183-53.3% | $62,891-44.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.96% | 21.37%-16.4pp | 17.74%-12.8pp | 20.14%-15.2pp |
| Employer contribution / active EE | $991 | $1,680-41.0% | $2,370-58.2% | $2,281-56.5% |
| Participant deferral / active EE | $1,206 | $2,856-57.8% | $3,550-66.0% | $3,203-62.3% |
| Admin fee / account holder | $216 | $4,261-94.9% | $5,586-96.1% | $4,296-95.0% |