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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $97,306 |
PRICEWATERHOUSECOOPERS LLP4 years Service code 64 · EIN 13-4008324 | Recordkeeping Fees | $78,715 |
FIDUCIENT ADVISORS LLC1 year Service code 28 · EIN 36-4008324 | Investment Management | $50,000 |
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY US LLP Service code 10 · EIN 39-0859910 | Accounting | $24,413 |
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 | $0 | $308,621-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.2%-57.2pp | 0.0%0pp |
| Annual return | 12.91% | 8.15%+4.8pp | 8.05%+4.9pp | 8.76%+4.2pp |
| Employer contribution / active EE | $101,549 | $60,767+67.1% | $42,669+138.0% | $16,640+510.3% |
| Participant deferral / active EE | $0 | $2,320-100.0% | $71-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $8,774-100.0% | - |