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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC. Service code 28 · EIN 13-2638166 | Investment Management | $27,500 |
Filed as: CARLES SCHWAB & CO., INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $42 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Employer 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 | $89,420 | $100,801-11.3% | $149,696-40.3% | $73,409+21.8% |
| Participation rate | 92.7% | 77.7%+15.0pp | 82.5%+10.2pp | 72.2%+20.5pp |
| Annual return | 17.14% | 265.34%-248.2pp | 276.60%-259.5pp | 59.29%-42.2pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $6,877 | $6,404+7.4% | $6,842+0.5% | $3,805+80.7% |
| Admin fee / account holder | $37 | $181-79.7% | $9,309-99.6% | $158-76.7% |