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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $62,055 |
NFP RETIREMENT INC5 years Service code 28 · EIN 33-0905143 | Investment Management | $56,311 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,662 | $55,416+78.0% | $75,972+29.9% | $77,643+27.1% |
| Participation rate | 97.6% | 63.6%+34.0pp | 69.1%+28.6pp | 70.6%+27.0pp |
| Annual return | 13.58% | 17.07%-3.5pp | 359.55%-346.0pp | 31.24%-17.7pp |
| Employer contribution / active EE | $4,349 | $1,788+143.3% | $2,685+62.0% | $2,726+59.6% |
| Participant deferral / active EE | $7,028 | $3,447+103.9% | $4,255+65.2% | $4,647+51.2% |
| Admin fee / account holder | $198 | $414-52.2% | $6,467-96.9% | $430-54.1% |