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: HIGHLAND CONSULTING ASSOCIATES, INC Service code 16 · EIN 34-1753575 | Consulting | $56,626 |
Filed as: CBIZ CPAS, P.C. Service code 10 · EIN 43-1947695 | Accounting | $18,400 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,956 |
WILLCOX & SAVAGE, P.C.1 year Filed as: WILLCOX & SAVAGE, PC Service code 29 · EIN 54-0976999 | Legal | $16,246 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $9,190 |
Filed as: CHARLES SCHWAB & CO INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$50,879 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,241 | $110,299+29.9% | $102,423+39.9% | $199,593-28.2% |
| Participation rate | 76.2% | 86.3%-10.0pp | 76.5%-0.2pp | 72.0%+4.3pp |
| Annual return | 12.61% | 35.73%-23.1pp | 29.32%-16.7pp | 34.25%-21.6pp |
| Employer contribution / active EE | $2,536 | $3,603-29.6% | $3,023-16.1% | $3,034-16.4% |
| Participant deferral / active EE | $4,663 | $6,376-26.9% | $5,053-7.7% | $5,087-8.3% |
| Admin fee / account holder | $71 | $122-42.1% | $9,451-99.3% | $269-73.7% |