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.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $48,021 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC Service code 28 · EIN 13-2638166 | Investment Management | $28,866 |
WARREN AVERETT, LLC1+ years Service code 10 · EIN 45-4084437 | Accounting | $10,500 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $66,751 | $66,7500% | $105,722-36.9% | $57,658+15.8% |
| Participation rate | 97.9% | 79.2%+18.8pp | 78.9%+19.0pp | 70.2%+27.7pp |
| Annual return | 17.67% | 10.99%+6.7pp | 12.25%+5.4pp | 5.13%+12.5pp |
| Employer contribution / active EE | $2,687 | $3,766-28.7% | $4,079-34.1% | $1,974+36.1% |
| Participant deferral / active EE | $3,621 | $4,933-26.6% | $5,326-32.0% | $3,061+18.3% |
| Admin fee / account holder | $136 | $88+54.7% | $8,308-98.4% | $95+43.8% |