Filed March 11, 2021 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $203,426 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $165,114 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO, INC Service code 26 · EIN 94-1737782 | Advisory (Participants) | $200 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,194 | $82,279-26.8% | $77,999-22.8% | $63,975-5.9% |
| Participation rate | 88.3% | 84.7%+3.6pp | 75.5%+12.8pp | 71.1%+17.2pp |
| Annual return | 12.96% | 11.20%+1.8pp | 425.96%-413.0pp | 48.65%-35.7pp |
| Employer contribution / active EE | $1,548 | $3,297-53.1% | $2,470-37.3% | $2,182-29.1% |
| Participant deferral / active EE | $3,217 | $4,538-29.1% | $3,497-8.0% | $3,356-4.2% |
| Admin fee / account holder | $109 | $81+33.7% | $5,480-98.0% | $70+54.5% |