Filed June 8, 2016
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 |
|---|---|---|
Filed as: ONEDIGITAL Service code 28 · EIN 43-1451524 | Investment Management | $55,349 |
CHARLES SCHWAB & CO., INC.8 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $47,018 |
WINDHAM BRANNON4 years Filed as: WINDHAM BRANNON, PC Service code 10 · EIN 58-1763439 | Accounting | $9,571 |
CHARLES SCHWAB & CO., INC.9 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.9 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,602 | $119,446-29.2% | $150,045-43.6% | $85,563-1.1% |
| Participation rate | 89.7% | 75.4%+14.3pp | 82.3%+7.4pp | 66.0%+23.7pp |
| Annual return | 16.14% | 23.72%-7.6pp | 62.55%-46.4pp | 31.51%-15.4pp |
| Employer contribution / active EE | $1,593 | $4,078-60.9% | $4,693-66.0% | $2,654-40.0% |
| Participant deferral / active EE | $7,350 | $7,985-8.0% | $7,997-8.1% | $4,375+68.0% |
| Admin fee / account holder | $289 | $548-47.3% | $13,435-97.9% | $834-65.4% |