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 5-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 |
|---|---|---|
CAPITAL DIRECTIONS, LLC3+ years Filed as: CAPITAL DIRECTIONS LLC Service code 28 · EIN 58-2592093 | Investment Management | $7,602 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $6,840 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $546 |
Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $48,688 | $85,766-43.2% | $136,294-64.3% | $70,131-30.6% |
| Participation rate | 82.4% | 74.2%+8.2pp | 81.9%+0.4pp | 69.5%+12.8pp |
| Annual return | 9.85% | 31.45%-21.6pp | 5155.94%-5146.1pp | 73.14%-63.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $8,668 | $5,051+71.6% | $6,247+38.8% | $3,332+160.2% |
| Admin fee / account holder | $194 | $5,420-96.4% | $9,243-97.9% | $4,645-95.8% |