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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Filed as: SHAREBUILDER Service code 27 83 SOUTH KING STREET · SEATTLE, WA 98104 | Advisory (Plan) | $19,646 |
Filed as: SHAREBUILDER ADVISORS, LLC Service code 27 801 2ND AVENUE · SEATTLE, WA 98104 | Advisory (Plan) | $9,271 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,878 | $44,734-60.0% | $99,443-82.0% | $67,579-73.5% |
| Participation rate | 89.2% | 66.2%+23.1pp | 73.8%+15.4pp | 71.3%+18.0pp |
| Annual return | 27.02% | 32.45%-5.4pp | 30.72%-3.7pp | 378.56%-351.5pp |
| Employer contribution / active EE | $0 | $1,261-100.0% | $2,540-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $6,437 | $2,731+135.7% | $3,619+77.9% | $3,539+81.9% |
| Admin fee / account holder | $78 | $120-34.8% | $6,250-98.8% | $142-45.2% |