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 4-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 INC Service code 15 · EIN 34-1479833 | Recordkeeping | $73,228 |
BFSG LLC2+ years Service code 28 · EIN 20-8532658 | Investment Management | $30,794 |
KIECKHAFER SCHIFFER LLP2+ years Service code 10 · EIN 81-5052000 | Accounting | $8,500 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $929 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC. AND AFFILI 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 | $67,655 | $46,292+46.1% | $143,757-52.9% | $64,808+4.4% |
| Participation rate | 94.5% | 64.2%+30.3pp | 80.3%+14.2pp | 71.5%+23.1pp |
| Annual return | -8.54% | -10.05%+1.5pp | -0.04%-8.5pp | 32.82%-41.4pp |
| Employer contribution / active EE | $2,487 | $1,910+30.3% | $4,951-49.8% | $2,506-0.7% |
| Participant deferral / active EE | $5,069 | $2,646+91.6% | $5,637-10.1% | $4,310+17.6% |
| Admin fee / account holder | $254 | $154+65.3% | $14,673-98.3% | $188+35.4% |