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 8-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 |
|---|---|---|
AJAX CAPITAL LLC1 year Service code 28 · EIN 81-4561442 | Investment Management | $22,905 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $19,730 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,330 | $127,481-76.2% | $149,696-79.7% | $90,288-66.4% |
| Participation rate | 82.6% | 78.2%+4.3pp | 82.5%+0.1pp | 73.4%+9.2pp |
| Annual return | 20.89% | 57.78%-36.9pp | 276.60%-255.7pp | 53.97%-33.1pp |
| Employer contribution / active EE | $682 | $3,448-80.2% | $4,644-85.3% | $2,524-73.0% |
| Participant deferral / active EE | $4,115 | $6,975-41.0% | $6,842-39.9% | $4,232-2.8% |
| Admin fee / account holder | $77 | $152-49.3% | $9,309-99.2% | $114-32.6% |