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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $15,522 |
WELCH HORNSBY & WELCH INC2 years Filed as: WELCH HORNSBY INC Service code 28 · EIN 63-0969069 | Investment Management | $10,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $122,267 | $71,666+70.6% | $117,854+3.7% | $69,631+75.6% |
| Participation rate | 37.3% | 77.5%-40.2pp | 79.7%-42.3pp | 70.7%-33.4pp |
| Annual return | -3.37% | 18.86%-22.2pp | 335.08%-338.4pp | 27571.02%-27574.4pp |
| Employer contribution / active EE | $2 | $1,889-99.9% | $3,786-99.9% | $2,032-99.9% |
| Participant deferral / active EE | $5,961 | $3,340+78.5% | $4,482+33.0% | $3,224+84.9% |
| Admin fee / account holder | $102 | $120-15.2% | $8,020-98.7% | $110-7.6% |