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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $11,644 |
DAVIS WRIGHT TREMAINE1 year Filed as: DAVIS WRIGHT TREMAINE LLP Service code 28 · EIN 91-0839480 | Investment Management | $11,129 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
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 | $84,343 | $109,359-22.9% | $162,163-48.0% | $72,985+15.6% |
| Participation rate | 97.6% | 84.3%+13.3pp | 87.6%+10.0pp | 69.5%+28.1pp |
| Annual return | 22.71% | 25.46%-2.8pp | 115.59%-92.9pp | 81.00%-58.3pp |
| Employer contribution / active EE | $5,730 | $3,907+46.7% | $5,614+2.1% | $2,440+134.9% |
| Participant deferral / active EE | $9,082 | $5,481+65.7% | $7,298+24.4% | $3,607+151.7% |
| Admin fee / account holder | $222 | $7,972-97.2% | $10,843-98.0% | $5,124-95.7% |