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 INC3 years Service code 28 · EIN 33-0905143 | Investment Management | $59,060 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $34,236 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.8+ 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 | $83,962 | $44,764+87.6% | $68,791+22.1% | $64,808+29.6% |
| Participation rate | 94.7% | 64.8%+30.0pp | 69.0%+25.7pp | 71.5%+23.3pp |
| Annual return | -17.11% | -10.91%-6.2pp | -6.38%-10.7pp | 32.82%-49.9pp |
| Employer contribution / active EE | $4,209 | $1,775+137.1% | $2,655+58.5% | $2,506+68.0% |
| Participant deferral / active EE | $6,571 | $3,238+103.0% | $3,941+66.7% | $4,310+52.5% |
| Admin fee / account holder | $163 | $151+7.4% | $4,932-96.7% | $188-13.4% |