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.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $55,567 |
ELLWOOD ASSOCIATES5 years Filed as: J.H. ELLWOOD & ASSOCIATES, INC. Service code 28 · EIN 36-3121777 | Investment Management | $10,942 |
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 | $143,787 | $100,801+42.6% | $149,696-3.9% | $73,409+95.9% |
| Participation rate | 91.4% | 77.7%+13.7pp | 82.5%+8.9pp | 72.2%+19.2pp |
| Annual return | 16.02% | 265.34%-249.3pp | 276.60%-260.6pp | 59.29%-43.3pp |
| Employer contribution / active EE | $1,263 | $3,312-61.9% | $4,644-72.8% | $2,234-43.5% |
| Participant deferral / active EE | $10,154 | $6,404+58.5% | $6,842+48.4% | $3,805+166.8% |
| Admin fee / account holder | $167 | $181-7.6% | $9,309-98.2% | $158+5.8% |