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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $35,984 |
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL INVESTMENTS LL Service code 26 · EIN 32-0070947 | Advisory (Participants) | $5,053 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $408 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $357,221 | $79,171+351.2% | $102,423+248.8% | $74,495+379.5% |
| Participation rate | 85.3% | 74.8%+10.5pp | 76.5%+8.8pp | 67.2%+18.1pp |
| Annual return | 21.23% | 54.93%-33.7pp | 29.32%-8.1pp | 1364.94%-1343.7pp |
| Employer contribution / active EE | $4,321 | $2,362+82.9% | $3,023+42.9% | $2,623+64.8% |
| Participant deferral / active EE | $5,809 | $4,415+31.6% | $5,053+15.0% | $4,346+33.7% |
| Admin fee / account holder | $157 | $2,001-92.2% | $9,451-98.3% | $1,942-91.9% |