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 26-0023299 | Recordkeeping | $8,200 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $4,066 |
CHARLES SCHWAB & CO., INC.7+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $2,669 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,020 | $84,936+36.6% | $111,297+4.2% | $79,386+46.1% |
| Participation rate | 84.2% | 75.9%+8.3pp | 77.3%+6.9pp | 70.7%+13.5pp |
| Annual return | 12.66% | 17.45%-4.8pp | 54.65%-42.0pp | 116.85%-104.2pp |
| Employer contribution / active EE | $1,366 | $1,979-31.0% | $2,731-50.0% | $2,427-43.7% |
| Participant deferral / active EE | $4,192 | $3,888+7.8% | $4,487-6.6% | $4,046+3.6% |
| Admin fee / account holder | $68 | $537-87.3% | $7,964-99.1% | $626-89.1% |