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 |
|---|---|---|
PENSION CORPORATION OF AMERICA1+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $64,276 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 50 · EIN 42-1558009 | Direct Payment | $0 |
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 | $135,367 | $70,002+93.4% | $115,037+17.7% | $52,331+158.7% |
| Participation rate | 92.9% | 72.1%+20.8pp | 81.4%+11.5pp | 68.1%+24.8pp |
| Annual return | 0.04% | 4.04%-4.0pp | 26.14%-26.1pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,943 | $2,715-28.4% | $4,608-57.8% | $1,882+3.3% |
| Participant deferral / active EE | $6,460 | $4,920+31.3% | $6,026+7.2% | $3,022+113.7% |
| Admin fee / account holder | $45 | $566-92.1% | $8,175-99.5% | $592-92.4% |