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.5+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
DIMENSIONAL FUND ADVISORS5+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
Filed as: FIDELITY & RESEARCH COMPANY Service code 28 · EIN 06-1194217 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 | Investment Management | $0 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET LP Service code 28 · EIN 13-4019460 | Investment Management | $0 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 | Investment Management | $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 | $62,777 | $70,475-10.9% | $100,516-37.5% | $79,858-21.4% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 4.08% | 21.90%-17.8pp | 30.89%-26.8pp | 31.71%-27.6pp |
| Employer contribution / active EE | $3,169 | $2,165+46.4% | $3,418-7.3% | $2,471+28.3% |
| Participant deferral / active EE | $3,483 | $5,181-32.8% | $6,270-44.5% | $3,740-6.9% |
| Admin fee / account holder | $14 | $4,478-99.7% | $8,081-99.8% | $5,306-99.7% |