Filed December 19, 2024
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 |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $6,468 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $6,294 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,962 | $84,936+10.6% | $111,297-15.6% | $79,386+18.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 13.30% | 17.45%-4.1pp | 54.65%-41.3pp | 116.85%-103.5pp |
| Employer contribution / active EE | $2,532 | $1,979+27.9% | $2,731-7.3% | $2,427+4.3% |
| Participant deferral / active EE | $5,190 | $3,888+33.5% | $4,487+15.7% | $4,046+28.3% |
| Admin fee / account holder | $34 | $537-93.6% | $7,964-99.6% | $626-94.5% |