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.2 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $34,000 |
FINDLEY4+ years Filed as: FINDLEY DAVIES Service code 15 · EIN 34-1213174 | Recordkeeping | $23,150 |
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 | $18,530 | $33,780-45.1% | $74,550-75.1% | $75,289-75.4% |
| Participation rate | 88.5% | 62.7%+25.8pp | 69.1%+19.3pp | 72.4%+16.1pp |
| Annual return | -5.71% | -1.24%-4.5pp | 32.53%-38.2pp | -0.04%-5.7pp |
| Employer contribution / active EE | $511 | $845-39.5% | $1,961-73.9% | $2,405-78.7% |
| Participant deferral / active EE | $2,595 | $1,890+37.3% | $3,108-16.5% | $3,739-30.6% |
| Admin fee / account holder | $16 | $86-81.7% | $5,060-99.7% | $102-84.6% |