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 | $344,272 |
Service code 27 · EIN 59-3766965 | Advisory (Plan) | $50,672 |
CHARLES SCHWAB & CO., INC.3 years Filed as: REA & ASSOCIATES, INC. Service code 10 · EIN 34-1310124 | Accounting | $13,500 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $11 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,778 | $45,719-6.4% | $96,139-55.5% | $93,030-54.0% |
| Participation rate | 94.7% | 45.8%+48.9pp | 68.4%+26.3pp | 73.9%+20.8pp |
| Annual return | 13.72% | 3211.95%-3198.2pp | 191.94%-178.2pp | 158.70%-145.0pp |
| Employer contribution / active EE | $1,135 | $1,139-0.3% | $2,797-59.4% | $2,706-58.0% |
| Participant deferral / active EE | $3,928 | $2,344+67.6% | $4,349-9.7% | $4,562-13.9% |
| Admin fee / account holder | $131 | $128+2.7% | $5,537-97.6% | $152-13.3% |