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.9 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $50,915 |
WARREN AVERETT, LLC5 years Filed as: WARREN AVERETT LLC Service code 10 · EIN 45-4084437 | Accounting | $15,500 |
MERCER1 year Filed as: MERCER CONSULTING Service code 28 · EIN 13-2834414 | Investment Management | $7,738 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.11+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,925 | $124,732-40.7% | $180,183-59.0% | $85,563-13.6% |
| Participation rate | 95.2% | 83.2%+12.0pp | 77.4%+17.8pp | 66.0%+29.2pp |
| Annual return | 12.73% | 17.73%-5.0pp | 27.86%-15.1pp | 31.51%-18.8pp |
| Employer contribution / active EE | $4,809 | $5,370-10.4% | $5,039-4.6% | $2,654+81.2% |
| Participant deferral / active EE | $5,497 | $7,763-29.2% | $6,822-19.4% | $4,375+25.6% |
| Admin fee / account holder | $111 | $294-62.2% | $19,975-99.4% | $834-86.7% |