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 AMERICA3+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $3,796 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ 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 | $176,000 | $80,753+117.9% | $136,294+29.1% | $62,292+182.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.82% | 35.83%-19.0pp | 5155.94%-5139.1pp | 28.90%-12.1pp |
| Employer contribution / active EE | $2,743 | $2,884-4.9% | $4,695-41.6% | $2,042+34.3% |
| Participant deferral / active EE | $7,884 | $5,164+52.7% | $6,247+26.2% | $3,169+148.8% |
| Admin fee / account holder | $28 | $525-94.7% | $9,243-99.7% | $479-94.2% |