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 | $10,815 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Trustee (bank, trust company, or simi... | $9,098 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,596 | $65,435+1.8% | $86,677-23.2% | $66,914-0.5% |
| Participation rate | 99.5% | 75.5%+24.0pp | 76.6%+22.9pp | 69.8%+29.7pp |
| Annual return | -16.12% | -10.89%-5.2pp | 35.91%-52.0pp | 1.58%-17.7pp |
| Employer contribution / active EE | $2,868 | $2,153+33.2% | $2,836+1.1% | $2,544+12.7% |
| Participant deferral / active EE | $4,273 | $4,100+4.2% | $4,656-8.2% | $4,237+0.8% |
| Admin fee / account holder | $47 | $642-92.6% | $7,493-99.4% | $593-92.0% |