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 |
|---|---|---|
RIDGEWORTH1+ years Filed as: GENEVA ADVISORS LLC Service code 26 · EIN 04-3689735 | Advisory (Participants) | $27,718 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $24,702 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Other i... | $11,954 |
HUBER FINANCIAL ADVISORS LLC1+ years Service code 26 · EIN 46-2591639 | Advisory (Participants) | $7,145 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $337,346 | $70,002+381.9% | $115,037+193.3% | $52,331+544.6% |
| Participation rate | 92.3% | 72.1%+20.2pp | 81.4%+10.9pp | 68.1%+24.2pp |
| Annual return | -0.66% | 4.04%-4.7pp | 26.14%-26.8pp | 4.54%-5.2pp |
| Employer contribution / active EE | $14,564 | $2,715+436.4% | $4,608+216.1% | $1,882+674.0% |
| Participant deferral / active EE | $7,387 | $4,920+50.2% | $6,026+22.6% | $3,022+144.4% |
| Admin fee / account holder | $215 | $566-62.1% | $8,175-97.4% | $592-63.7% |