Filed March 3, 2021
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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $74,370 |
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP INC Service code 28 · EIN 31-1440043 | Investment Management | $8,950 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $78 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,920 | $66,457-6.8% | $81,382-23.9% | $77,643-20.2% |
| Participation rate | 98.4% | 68.7%+29.6pp | 69.5%+28.9pp | 70.6%+27.8pp |
| Annual return | 12.50% | 15.93%-3.4pp | 24.73%-12.2pp | 31.24%-18.7pp |
| Employer contribution / active EE | $2,729 | $2,159+26.4% | $2,463+10.8% | $2,726+0.1% |
| Participant deferral / active EE | $4,558 | $3,679+23.9% | $3,883+17.4% | $4,647-1.9% |
| Admin fee / account holder | $126 | $583-78.4% | $5,768-97.8% | $430-70.7% |