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 INC Service code 15 · EIN 34-1479833 | Recordkeeping | $150,542 |
FINLEY & COOK2+ years Filed as: FINLEY & COOK PLLC Service code 10 · EIN 73-0604334 | Accounting | $11,600 |
MCAFEE & TAFT1 year Service code 29 · EIN 73-0781676 | Legal | $6,390 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $1,533 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $80,444 | $80,354+0.1% | $133,980-40.0% | $63,975+25.7% |
| Participation rate | 94.2% | 87.5%+6.7pp | 87.1%+7.1pp | 71.1%+23.1pp |
| Annual return | 13.98% | 13.11%+0.9pp | 29.30%-15.3pp | 48.65%-34.7pp |
| Employer contribution / active EE | $1,351 | $3,503-61.4% | $5,211-74.1% | $2,182-38.1% |
| Participant deferral / active EE | $3,996 | $5,239-23.7% | $6,282-36.4% | $3,356+19.1% |
| Admin fee / account holder | $99 | $69+43.4% | $9,324-98.9% | $70+41.1% |