Filed December 28, 2016
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 |
|---|---|---|
STEPHEN C. HIMEL CPA LLC3 years Filed as: STEPHEN C HIMEL CPA LLC Service code 10 · EIN 20-8410792 | Accounting | $12,750 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $9,311 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,946 | $35,123+164.6% | $93,406-0.5% | $73,409+26.6% |
| Participation rate | 89.7% | 68.3%+21.5pp | 66.8%+22.9pp | 72.2%+17.6pp |
| Annual return | 15.45% | 18.89%-3.4pp | 78.05%-62.6pp | 59.29%-43.8pp |
| Employer contribution / active EE | $2,838 | $1,247+127.5% | $2,075+36.8% | $2,234+27.0% |
| Participant deferral / active EE | $5,925 | $2,249+163.4% | $3,126+89.5% | $3,805+55.7% |
| Admin fee / account holder | $26 | $108-76.2% | $5,230-99.5% | $158-83.7% |