See peer percentile detail. $4.99 for your first month.
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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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $72,247 |
FIDUCIENT ADVISORS LLC1 year Service code 28 · EIN 42-0714325 | Investment Management | $54,979 |
Filed as: SIGNATURE INVESTMENT ADVISORS Service code 26 · EIN 45-3791510 | Advisory (Participants) | $6,876 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $840 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO INC. AND AFFILI Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,536 | $84,487+92.4% | $125,339+29.7% | $66,914+142.9% |
| Participation rate | 69.2% | 76.4%-7.2pp | 82.4%-13.1pp | 69.8%-0.6pp |
| Annual return | -16.24% | -8.39%-7.8pp | 572.05%-588.3pp | 1.58%-17.8pp |
| Employer contribution / active EE | $3,115 | $3,553-12.3% | $4,814-35.3% | $2,544+22.4% |
| Participant deferral / active EE | $8,559 | $6,781+26.2% | $7,446+14.9% | $4,237+102.0% |
| Admin fee / account holder | $298 | $685-56.5% | $10,010-97.0% | $593-49.8% |