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 |
|---|---|---|
MULTNOMAH GROUP3 years Filed as: MULTNOMAH GROUP INC Service code 28 · EIN 20-0361079 | Investment Management | $17,407 |
SIKICH LLP4+ years Service code 10 · EIN 36-3168081 | Accounting | $10,800 |
TRAVERSE PLANNING2 years Filed as: TRAVERSE PARTNERS LLC Service code 26 · EIN 41-2188524 | Advisory (Participants) | $9,199 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,880 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,992 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
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 | $156,827 | $66,302+136.5% | $110,238+42.3% | $56,287+178.6% |
| Participation rate | 98.7% | 74.9%+23.8pp | 79.8%+18.9pp | 69.9%+28.9pp |
| Annual return | -5.75% | -1.18%-4.6pp | 314.74%-320.5pp | -9.96%+4.2pp |
| Employer contribution / active EE | $5,245 | $2,047+156.2% | $3,826+37.1% | $2,111+148.5% |
| Participant deferral / active EE | $8,168 | $3,381+141.6% | $4,672+74.8% | $3,350+143.9% |
| Admin fee / account holder | $155 | $698-77.9% | $8,547-98.2% | $521-70.3% |