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.8 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $51,372 |
WARREN AVERETT, LLC4 years Filed as: WARREN AVERETT LLC Service code 10 · EIN 45-4084437 | Accounting | $15,500 |
MERCER3 years Filed as: MERCER (US) INC Service code 28 · EIN 13-2834414 | Investment Management | $8,224 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $50 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | 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 | $69,899 | $96,486-27.6% | $153,485-54.5% | $77,643-10.0% |
| Participation rate | 94.8% | 81.6%+13.2pp | 77.1%+17.7pp | 70.6%+24.2pp |
| Annual return | 10.69% | 14.44%-3.8pp | 15.65%-5.0pp | 31.24%-20.5pp |
| Employer contribution / active EE | $3,739 | $5,224-28.4% | $5,039-25.8% | $2,726+37.2% |
| Participant deferral / active EE | $4,843 | $6,609-26.7% | $6,757-28.3% | $4,647+4.2% |
| Admin fee / account holder | $106 | $182-42.0% | $12,724-99.2% | $430-75.4% |