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 9-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: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $256,137 |
ERNST & YOUNG LLP4+ years Service code 10 · EIN 34-6565596 | Accounting | $42,500 |
CURCIO WEBB2 years Filed as: CURCIO WEBB LLC Service code 28 · EIN 36-4171366 | Investment Management | $13,010 |
FOULSTON SIEFKIN LLP3 years Service code 29 · EIN 48-0572027 | Legal | $10,170 |
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 | $127,114 | $105,247+20.8% | $87,100+45.9% | $77,787+63.4% |
| Participation rate | 97.1% | 85.8%+11.3pp | 76.9%+20.2pp | 73.2%+23.8pp |
| Annual return | 21.38% | 24.52%-3.1pp | 28.19%-6.8pp | 32.57%-11.2pp |
| Employer contribution / active EE | $5,225 | $2,895+80.5% | $2,521+107.2% | $2,504+108.6% |
| Participant deferral / active EE | $7,521 | $5,060+48.6% | $4,049+85.8% | $3,967+89.6% |
| Admin fee / account holder | $78 | $104-25.4% | $7,497-99.0% | $100-22.1% |