See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BRONFMAN E.L. ROTHSCHILD5+ years Filed as: BRONFMAN EL ROTHSCHILD LP Service code 28 · EIN 39-1908691 | Investment Management | $22,258 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $14,899 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHO KRAUSE LLP Service code 28 · EIN 39-0859910 | Investment Management | $7,695 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,719 | $46,423+0.6% | $75,886-38.4% | $67,579-30.9% |
| Participation rate | 65.3% | 63.1%+2.2pp | 69.3%-4.0pp | 71.3%-6.0pp |
| Annual return | 18.88% | 32.29%-13.4pp | 30.76%-11.9pp | 378.56%-359.7pp |
| Employer contribution / active EE | $575 | $1,406-59.1% | $2,500-77.0% | $2,148-73.2% |
| Participant deferral / active EE | $1,694 | $2,564-33.9% | $3,603-53.0% | $3,539-52.1% |
| Admin fee / account holder | $163 | $132+23.9% | $5,418-97.0% | $142+14.7% |