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 | $46,420 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $39,347 |
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 | $74,613 | $63,442+17.6% | $68,791+8.5% | $66,914+11.5% |
| Participation rate | 90.2% | 60.0%+30.2pp | 69.0%+21.2pp | 69.8%+20.4pp |
| Annual return | -14.43% | -8.29%-6.1pp | -6.38%-8.1pp | 1.58%-16.0pp |
| Employer contribution / active EE | $2,482 | $1,775+39.8% | $2,655-6.5% | $2,544-2.5% |
| Participant deferral / active EE | $7,903 | $2,945+168.4% | $3,941+100.5% | $4,237+86.5% |
| Admin fee / account holder | $246 | $577-57.3% | $4,932-95.0% | $593-58.5% |