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 | $9,969 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $8,559 |
MONETA GROUP LLC1 year Service code 27 · EIN 20-1903821 | Advisory (Plan) | $6,300 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $146,312 | $70,908+106.3% | $98,907+47.9% | $73,488+99.1% |
| Participation rate | 83.5% | 73.8%+9.7pp | 76.0%+7.4pp | 70.7%+12.8pp |
| Annual return | 12.37% | 34.17%-21.8pp | 196.43%-184.1pp | 28.51%-16.1pp |
| Employer contribution / active EE | $2,216 | $2,036+8.8% | $2,689-17.6% | $2,270-2.4% |
| Participant deferral / active EE | $5,332 | $3,500+52.3% | $4,244+25.6% | $3,740+42.6% |
| Admin fee / account holder | $126 | $535-76.4% | $6,642-98.1% | $513-75.4% |