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 INC1 year Service code 28 · EIN 33-0905143 | Investment Management | $21,856 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $14,436 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 28 · EIN 39-0859910 | Investment Management | $7,850 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ 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 | $43,438 | $55,636-21.9% | $81,983-47.0% | $73,488-40.9% |
| Participation rate | 89.5% | 62.3%+27.2pp | 69.2%+20.2pp | 70.7%+18.8pp |
| Annual return | 12.07% | 19.07%-7.0pp | 41.31%-29.2pp | 28.51%-16.4pp |
| Employer contribution / active EE | $524 | $1,625-67.7% | $2,498-79.0% | $2,270-76.9% |
| Participant deferral / active EE | $1,654 | $2,762-40.1% | $3,722-55.6% | $3,740-55.8% |
| Admin fee / account holder | $145 | $493-70.7% | $5,664-97.4% | $513-71.8% |