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 |
|---|---|---|
CHIMENTO AND WEBB PC7 years Service code 29 · EIN 47-1507939 | Legal | $38,605 |
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $28,205 |
COHNREZNICK LLP2 years Service code 10 · EIN 22-1478099 | Accounting | $24,000 |
FISHER INVESTMENTS7 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $8,595 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Other investment fees and expenses; F... | $437 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,666 | $104,697+71.6% | $96,544+86.1% | $80,160+124.1% |
| Participation rate | 97.2% | 86.4%+10.8pp | 76.0%+21.2pp | 72.9%+24.3pp |
| Annual return | 18.56% | 21.78%-3.2pp | 25.84%-7.3pp | 40.38%-21.8pp |
| Employer contribution / active EE | $6,276 | $3,536+77.5% | $2,965+111.7% | $2,978+110.8% |
| Participant deferral / active EE | $9,589 | $6,188+55.0% | $4,851+97.7% | $5,017+91.1% |
| Admin fee / account holder | $66 | $107-38.2% | $8,252-99.2% | $145-54.5% |