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 |
|---|---|---|
Filed as: ABG RETIREMENT PLAN SERVICES Service code 15 · EIN 37-0899315 | Recordkeeping | $3,776 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $1,134 |
CHARLES SCHWAB & CO., INC.5+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,509 | $50,666+1.7% | $76,817-32.9% | $65,185-21.0% |
| Participation rate | 99.4% | 68.8%+30.6pp | 72.1%+27.3pp | 70.2%+29.2pp |
| Annual return | 20.61% | 28.51%-7.9pp | 1166.11%-1145.5pp | 29.38%-8.8pp |
| Employer contribution / active EE | $294 | $1,575-81.3% | $2,302-87.2% | $2,177-86.5% |
| Participant deferral / active EE | $3,409 | $2,647+28.8% | $3,336+2.2% | $3,514-3.0% |
| Admin fee / account holder | $14 | $463-97.0% | $6,420-99.8% | $847-98.4% |