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 6-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 |
|---|---|---|
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $36,427 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIRMENT PLAN SERVICES, INC Service code 15 · EIN 34-1479833 | Recordkeeping | $24,238 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB AND CO INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $308,621-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.2%-57.2pp | 2.1%-2.1pp |
| Annual return | 8.14% | 6.37%+1.8pp | 8.06%+0.1pp | 7.65%+0.5pp |
| Employer contribution / active EE | $38,912 | $48,945-20.5% | $42,627-8.7% | $20,599+88.9% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $71-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $8,774-100.0% | $193-100.0% |