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 |
|---|---|---|
ELLWOOD ASSOCIATES3+ years Filed as: J.H. ELLWOOD & ASSOCIATES, INC. Service code 28 · EIN 36-3121777 | Investment Management | $40,919 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $18,476 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $103,153 | $53,925+91.3% | $75,670+36.3% | $69,631+48.1% |
| Participation rate | 47.8% | 71.2%-23.4pp | 72.3%-24.6pp | 70.7%-22.9pp |
| Annual return | 13.00% | 17.84%-4.8pp | 27.34%-14.3pp | 27571.02%-27558.0pp |
| Employer contribution / active EE | $1,208 | $1,802-33.0% | $2,352-48.7% | $2,032-40.6% |
| Participant deferral / active EE | $2,643 | $2,569+2.9% | $3,142-15.9% | $3,224-18.0% |
| Admin fee / account holder | $267 | $97+175.2% | $5,800-95.4% | $110+142.0% |