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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $15,500 |
FINLEY & COOK1 year Filed as: FINLEY AND COOK PLLC Service code 10 · EIN 73-0604334 | Accounting | $9,693 |
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 | $57,099 | $82,546-30.8% | $140,016-59.2% | $75,289-24.2% |
| Participation rate | 83.0% | 88.4%-5.4pp | 87.5%-4.5pp | 72.4%+10.6pp |
| Annual return | -0.78% | -0.36%-0.4pp | 651.12%-651.9pp | -0.04%-0.7pp |
| Employer contribution / active EE | $2,601 | $3,856-32.6% | $5,606-53.6% | $2,405+8.1% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $17 | $86-79.7% | $10,705-99.8% | $102-83.0% |