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.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $39,658 |
RIDGEWORTH2+ years Filed as: GENEVA ADVISORS LLC Service code 26 · EIN 04-3689735 | Advisory (Participants) | $26,449 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Other investment fees and expenses; S... | $15,600 |
HUBER FINANCIAL ADVISORS LLC2+ years Service code 26 · EIN 46-2591639 | Advisory (Participants) | $7,137 |
Service code 26 · EIN 36-4445980 | Advisory (Participants) | $5,609 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $347,330 | $75,183+362.0% | $123,892+180.3% | $55,167+529.6% |
| Participation rate | 97.3% | 72.8%+24.5pp | 81.4%+15.9pp | 69.0%+28.3pp |
| Annual return | 6.52% | 19.01%-12.5pp | 47.52%-41.0pp | 169.23%-162.7pp |
| Employer contribution / active EE | $15,788 | $2,823+459.2% | $4,617+242.0% | $1,963+704.5% |
| Participant deferral / active EE | $7,959 | $5,084+56.5% | $5,984+33.0% | $3,054+160.6% |
| Admin fee / account holder | $270 | $663-59.3% | $8,357-96.8% | $504-46.4% |