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 |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES7+ years Service code 28 · EIN 34-1753575 | Investment Management | $80,293 |
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $15,774 |
Service code 10 · EIN 43-1947695 | Accounting | $14,200 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC.AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.7+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,530 | $144,996-10.7% | $111,297+16.4% | $93,030+39.2% |
| Participation rate | 90.5% | 86.2%+4.4pp | 77.3%+13.2pp | 73.9%+16.6pp |
| Annual return | 15.13% | 18.26%-3.1pp | 54.65%-39.5pp | 158.70%-143.6pp |
| Employer contribution / active EE | $5,872 | $3,056+92.1% | $2,731+115.0% | $2,706+117.0% |
| Participant deferral / active EE | $5,556 | $5,587-0.6% | $4,487+23.8% | $4,562+21.8% |
| Admin fee / account holder | $71 | $103-31.2% | $7,964-99.1% | $152-53.0% |