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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $40,539 |
NFP RETIREMENT INC2 years Service code 28 · EIN 33-0905143 | Investment Management | $36,581 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 · EIN 39-0859910 | Accounting | $8,006 |
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 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,552 | $60,776+45.7% | $85,682+3.3% | $79,386+11.5% |
| Participation rate | 82.5% | 62.1%+20.4pp | 69.9%+12.7pp | 70.7%+11.8pp |
| Annual return | 10.51% | 16.57%-6.1pp | 21.49%-11.0pp | 116.85%-106.3pp |
| Employer contribution / active EE | $2,078 | $1,663+25.0% | $2,618-20.6% | $2,427-14.4% |
| Participant deferral / active EE | $6,121 | $2,919+109.7% | $3,923+56.0% | $4,046+51.3% |
| Admin fee / account holder | $230 | $438-47.6% | $6,873-96.7% | $626-63.3% |