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 |
|---|---|---|
NFP RETIREMENT INC2 years Service code 28 · EIN 33-0905143 | Investment Management | $51,672 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $34,260 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 · EIN 39-0859910 | Accounting | $8,007 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.7+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,653 | $58,347+75.9% | $85,682+19.8% | $86,799+18.3% |
| Participation rate | 95.6% | 64.9%+30.7pp | 69.9%+25.8pp | 72.3%+23.4pp |
| Annual return | 17.40% | 18.43%-1.0pp | 21.49%-4.1pp | 97.91%-80.5pp |
| Employer contribution / active EE | $4,055 | $1,751+131.6% | $2,618+54.9% | $2,405+68.6% |
| Participant deferral / active EE | $6,026 | $3,065+96.6% | $3,923+53.6% | $4,131+45.9% |
| Admin fee / account holder | $166 | $147+12.8% | $6,873-97.6% | $170-1.9% |