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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: ALLEN CAPITAL GROUP LLC Service code 26 · EIN 20-3230944 | Advisory (Participants) | $110,568 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $63,433 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $8,000 |
Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $375 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,585 | $110,299-17.9% | $102,423-11.6% | $199,593-54.6% |
| Participation rate | 90.4% | 86.3%+4.2pp | 76.5%+13.9pp | 72.0%+18.5pp |
| Annual return | 15.38% | 35.73%-20.4pp | 29.32%-13.9pp | 34.25%-18.9pp |
| Employer contribution / active EE | $1,783 | $3,603-50.5% | $3,023-41.0% | $3,034-41.2% |
| Participant deferral / active EE | $5,481 | $6,376-14.0% | $5,053+8.5% | $5,087+7.7% |
| Admin fee / account holder | $151 | $122+23.9% | $9,451-98.4% | $269-43.7% |