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 ASSOCIATES5+ years Service code 28 · EIN 34-1753575 | Investment Management | $54,664 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $15,313 |
Filed as: MAYER HOFFMAN MCCANN Service code 10 · EIN 43-1947695 | Accounting | $14,100 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 59 · EIN 42-1558009 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Annual investment return 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 | $112,131 | $105,247+6.5% | $87,100+28.7% | $77,787+44.2% |
| Participation rate | 81.3% | 85.8%-4.5pp | 76.9%+4.4pp | 73.2%+8.1pp |
| Annual return | 19.38% | 24.52%-5.1pp | 28.19%-8.8pp | 32.57%-13.2pp |
| Employer contribution / active EE | $1,936 | $2,895-33.1% | $2,521-23.2% | $2,504-22.7% |
| Participant deferral / active EE | $4,175 | $5,060-17.5% | $4,049+3.1% | $3,967+5.2% |
| Admin fee / account holder | $74 | $104-29.1% | $7,497-99.0% | $100-25.9% |