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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $38,297 |
Filed as: WESPAC ADVISORS LLC Service code 28 · EIN 94-3231216 | Investment Management | $25,000 |
Filed as: SILICON VALLEY ACCOUNTANCY COR Service code 10 · EIN 77-0573994 | Accounting | $21,330 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 | Direct payment from the plan; Securit... | $200 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,504 | $95,274-39.6% | $135,903-57.7% | $74,419-22.7% |
| Participation rate | 70.6% | 78.2%-7.6pp | 81.9%-11.3pp | 70.7%-0.2pp |
| Annual return | 25.09% | 32.77%-7.7pp | 68.23%-43.1pp | 34.38%-9.3pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $4,856-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $14,340 | $7,782+84.3% | $7,758+84.9% | $4,528+216.7% |
| Admin fee / account holder | $114 | $266-57.0% | $10,762-98.9% | $348-67.1% |