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 |
|---|---|---|
WMS PARTNERS, LLC1 year Service code 26 · EIN 52-1852466 | Advisory (Participants) | $10,529 |
Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $288 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $146,434 | $75,388+94.2% | $123,544+18.5% | $55,725+162.8% |
| Participation rate | 43.2% | 75.7%-32.4pp | 82.3%-39.1pp | 70.9%-27.6pp |
| Annual return | 3.17% | 4.48%-1.3pp | 119.20%-116.0pp | 244.93%-241.8pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $11,785 | $5,651+108.6% | $6,426+83.4% | $3,356+251.2% |
| Admin fee / account holder | $8 | $120-93.1% | $9,284-99.9% | $115-92.8% |