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 |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Service code 28 · EIN 13-2638166 | Investment Management | $55,000 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $6,313 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $296 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | 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 | $65,538 | $155,795-57.9% | $136,294-51.9% | $69,631-5.9% |
| Participation rate | 93.3% | 75.2%+18.1pp | 81.9%+11.4pp | 70.7%+22.6pp |
| Annual return | 20.42% | 232464.33%-232443.9pp | 5155.94%-5135.5pp | 27571.02%-27550.6pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $5,887 | $5,394+9.1% | $6,247-5.8% | $3,224+82.6% |
| Admin fee / account holder | $76 | $128-40.9% | $9,243-99.2% | $110-31.4% |