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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $78,183 |
AJAX CAPITAL LLC3 years Service code 28 · EIN 81-4561442 | Investment Management | $64,505 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,815 | $95,388-69.8% | $125,339-77.0% | $77,904-63.0% |
| Participation rate | 88.9% | 78.6%+10.3pp | 82.4%+6.5pp | 73.7%+15.2pp |
| Annual return | -17.04% | 116.19%-133.2pp | 572.05%-589.1pp | 12.21%-29.3pp |
| Employer contribution / active EE | $718 | $3,666-80.4% | $4,814-85.1% | $2,848-74.8% |
| Participant deferral / active EE | $5,190 | $7,711-32.7% | $7,446-30.3% | $4,806+8.0% |
| Admin fee / account holder | $114 | $119-4.1% | $10,010-98.9% | $133-14.0% |