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 |
|---|---|---|
Service code 13 · EIN 31-1360674 | Contract Administrator | $295,360 |
Service code 27 · EIN 59-3766965 | Advisory (Plan) | $40,056 |
CHARLES SCHWAB & CO., INC.2 years Filed as: REA & ASSOCIATES, INC. Service code 10 · EIN 34-1310124 | Accounting | $11,500 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $750 |
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 | $37,430 | $46,219-19.0% | $89,391-58.1% | $90,288-58.5% |
| Participation rate | 94.5% | 44.9%+49.6pp | 68.0%+26.5pp | 73.4%+21.2pp |
| Annual return | 14.79% | 25.71%-10.9pp | 245.62%-230.8pp | 53.97%-39.2pp |
| Employer contribution / active EE | $1,094 | $953+14.8% | $2,586-57.7% | $2,524-56.6% |
| Participant deferral / active EE | $3,630 | $2,136+69.9% | $3,890-6.7% | $4,232-14.2% |
| Admin fee / account holder | $122 | $147-17.1% | $4,881-97.5% | $114+6.7% |