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.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $55,336 |
BFSG LLC3+ years Service code 28 · EIN 20-8532658 | Investment Management | $7,717 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $1,461 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,821 | $47,126+35.4% | $149,673-57.4% | $74,419-14.2% |
| Participation rate | 93.4% | 63.4%+30.0pp | 78.8%+14.6pp | 70.7%+22.7pp |
| Annual return | 44.65% | 22.75%+21.9pp | 134.42%-89.8pp | 34.38%+10.3pp |
| Employer contribution / active EE | $3,497 | $1,905+83.5% | $4,818-27.4% | $2,637+32.6% |
| Participant deferral / active EE | $5,507 | $2,728+101.9% | $5,680-3.0% | $4,528+21.6% |
| Admin fee / account holder | $85 | $343-75.2% | $13,210-99.4% | $348-75.6% |