Filed March 7, 2023
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 6-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.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,170 |
EPIC RETIREMENT PLAN SERVICES1+ years Service code 15 · EIN 16-1450952 | Recordkeeping | $2,848 |
Service code 21 · EIN 56-0223230 | Bank Trustee | $968 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,671 | $81,474-51.3% | $133,956-70.4% | $73,488-46.0% |
| Participation rate | 83.1% | 76.4%+6.8pp | 79.8%+3.3pp | 70.7%+12.4pp |
| Annual return | -6.17% | 19.40%-25.6pp | 45.09%-51.3pp | 28.51%-34.7pp |
| Employer contribution / active EE | $1,504 | $2,209-31.9% | $3,919-61.6% | $2,270-33.7% |
| Participant deferral / active EE | $4,124 | $3,786+8.9% | $5,048-18.3% | $3,740+10.3% |
| Admin fee / account holder | $21 | $713-97.0% | $8,927-99.8% | $513-95.8% |