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 |
|---|---|---|
Service code 17 11601 WILSHIRE BOULEVARD · LOS ANGELES, CA 90025 | Pension Consulting | $107,507 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 42-1558009 | Float revenue; Direct payment from th... | $39,746 |
Service code 12 · EIN 84-1477138 | Recordkeeping fees; Participant commu... | $24,190 |
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 | $150,136 | $68,413+119.5% | $123,104+22.0% | $55,191+172.0% |
| Participation rate | 94.5% | 84.5%+10.0pp | 86.8%+7.8pp | 69.2%+25.4pp |
| Annual return | 0.66% | 6.30%-5.6pp | 13.22%-12.6pp | 10.78%-10.1pp |
| Employer contribution / active EE | $12,116 | $3,050+297.2% | $5,151+135.2% | $1,899+538.1% |
| Participant deferral / active EE | $10,863 | $4,490+141.9% | $6,230+74.4% | $3,046+256.6% |
| Admin fee / account holder | $194 | $88+120.6% | $9,015-97.9% | $91+113.4% |