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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $15,600 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,809 |
MONETA GROUP LLC1 year Service code 27 · EIN 20-1903821 | Advisory (Plan) | $2,573 |
CHARLES SCHWAB & CO., INC.2 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 | $47,476 | $61,473-22.8% | $81,930-42.1% | $73,409-35.3% |
| Participation rate | 67.1% | 72.4%-5.3pp | 72.0%-4.9pp | 72.2%-5.1pp |
| Annual return | 15.21% | 28.26%-13.1pp | 29.49%-14.3pp | 59.29%-44.1pp |
| Employer contribution / active EE | $1,609 | $1,898-15.2% | $4,310-62.7% | $2,234-28.0% |
| Participant deferral / active EE | $2,736 | $3,080-11.2% | $7,107-61.5% | $3,805-28.1% |
| Admin fee / account holder | $58 | $125-53.4% | $5,158-98.9% | $158-63.0% |