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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $64,430 |
US BANK2 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 28 · EIN 31-0841368 | Investment Management | $40,000 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,288 | $99,078-49.2% | $96,544-47.9% | $74,419-32.4% |
| Participation rate | 98.9% | 80.7%+18.2pp | 76.0%+22.9pp | 70.7%+28.2pp |
| Annual return | 19.27% | 22.48%-3.2pp | 25.84%-6.6pp | 34.38%-15.1pp |
| Employer contribution / active EE | $2,681 | $2,570+4.3% | $2,965-9.6% | $2,637+1.6% |
| Participant deferral / active EE | $4,522 | $4,933-8.3% | $4,851-6.8% | $4,528-0.1% |
| Admin fee / account holder | $107 | $225-52.2% | $8,252-98.7% | $348-69.1% |