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 | $16,892 |
FINLEY & COOK2 years Filed as: FINLEY AND COOK PLLC Service code 10 · EIN 73-0604334 | Accounting | $10,333 |
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 | $66,609 | $95,776-30.5% | $162,163-58.9% | $77,787-14.4% |
| Participation rate | 86.8% | 88.6%-1.9pp | 87.6%-0.8pp | 73.2%+13.6pp |
| Annual return | 25.62% | 37.03%-11.4pp | 115.59%-90.0pp | 32.57%-6.9pp |
| Employer contribution / active EE | $2,922 | $3,874-24.6% | $5,614-48.0% | $2,504+16.7% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,298-100.0% | $3,967-100.0% |
| Admin fee / account holder | $17 | $88-80.8% | $10,843-99.8% | $100-83.2% |