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.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $111,449 |
MERCER2 years Filed as: MERCER DC ADVISORS Service code 28 · EIN 06-1685865 | Investment Management | $33,600 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $296,367 | $85,135+248.1% | $98,907+199.6% | $73,409+303.7% |
| Participation rate | 99.6% | 81.1%+18.4pp | 76.0%+23.5pp | 72.2%+27.4pp |
| Annual return | 12.97% | 19.14%-6.2pp | 196.43%-183.5pp | 59.29%-46.3pp |
| Employer contribution / active EE | $7,541 | $2,721+177.1% | $2,689+180.4% | $2,234+237.6% |
| Participant deferral / active EE | $12,690 | $4,349+191.8% | $4,244+199.0% | $3,805+233.5% |
| Admin fee / account holder | $273 | $139+95.8% | $6,642-95.9% | $158+72.7% |