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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $684,213 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JP MORGAN CHASE Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $52,727 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,150 |
Filed as: FIDELITY INVESTMENTS INSTITIONAL Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,533 | $53,565-31.8% | $172,739-78.9% | $82,204-55.6% |
| Participation rate | 72.7% | 69.6%+3.1pp | 82.6%-9.9pp | 73.4%-0.7pp |
| Annual return | 22.34% | 31.42%-9.1pp | 802.84%-780.5pp | 26.31%-4.0pp |
| Employer contribution / active EE | $1,489 | $1,857-19.8% | $5,143-71.0% | $2,707-45.0% |
| Participant deferral / active EE | $3,393 | $3,006+12.9% | $5,198-34.7% | $4,246-20.1% |
| Admin fee / account holder | $84 | $61+37.3% | $13,954-99.4% | $76+11.5% |