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.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $57,270 |
WILLIAM BLAIR2 years Filed as: WILLIAM E. HAMM & ASSOCIATES, INC. Service code 28 · EIN 59-3331424 | Investment Management | $44,315 |
Filed as: CHARLES SCHWAB & CO INC. AND AFFILI Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $99,944 | $78,419+27.4% | $133,956-25.4% | $73,409+36.1% |
| Participation rate | 72.5% | 78.6%-6.1pp | 79.8%-7.4pp | 72.2%+0.3pp |
| Annual return | 16.35% | 33.35%-17.0pp | 45.09%-28.7pp | 59.29%-42.9pp |
| Employer contribution / active EE | $3,367 | $2,044+64.8% | $3,919-14.1% | $2,234+50.8% |
| Participant deferral / active EE | $2,641 | $3,925-32.7% | $5,048-47.7% | $3,805-30.6% |
| Admin fee / account holder | $242 | $161+49.9% | $8,927-97.3% | $158+53.1% |