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.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $7,440 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS LLC Service code 26 · EIN 20-4553256 | Advisory (Participants) | $5,283 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $565 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO, INC. AND AFFIL Service code 59 | 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 | $107,927 | $96,458+11.9% | $136,294-20.8% | $77,958+38.4% |
| Participation rate | 96.4% | 75.4%+21.0pp | 81.9%+14.4pp | 71.6%+24.7pp |
| Annual return | 19.44% | 23.78%-4.3pp | 5155.94%-5136.5pp | 20.87%-1.4pp |
| Employer contribution / active EE | $953 | $3,144-69.7% | $4,695-79.7% | $2,310-58.8% |
| Participant deferral / active EE | $7,039 | $5,902+19.3% | $6,247+12.7% | $3,537+99.0% |
| Admin fee / account holder | $10 | $80-88.1% | $9,243-99.9% | $97-90.2% |