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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $18,681 |
STEEL PEAK WEALTH MGMT LLC2 years Service code 26 · EIN 46-1173026 | Advisory (Participants) | $10,354 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $1,638 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA 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 | $214,965 | $74,462+188.7% | $81,983+162.2% | $90,288+138.1% |
| Participation rate | 89.3% | 69.7%+19.7pp | 69.2%+20.1pp | 73.4%+16.0pp |
| Annual return | 16.16% | 17.56%-1.4pp | 41.31%-25.2pp | 53.97%-37.8pp |
| Employer contribution / active EE | $5,734 | $2,334+145.6% | $2,498+129.6% | $2,524+127.2% |
| Participant deferral / active EE | $10,112 | $3,602+180.7% | $3,722+171.7% | $4,232+138.9% |
| Admin fee / account holder | $26 | $98-73.1% | $5,664-99.5% | $114-76.9% |