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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $19,206 |
FINLEY & COOK3 years Filed as: FINLEY AND COOK PLLC Service code 10 · EIN 73-0604334 | Accounting | $10,098 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,733 | $110,699-43.3% | $177,821-64.7% | $90,288-30.5% |
| Participation rate | 81.0% | 88.3%-7.4pp | 87.7%-6.7pp | 73.4%+7.6pp |
| Annual return | -3.27% | 22.79%-26.1pp | 48.32%-51.6pp | 53.97%-57.2pp |
| Employer contribution / active EE | $2,096 | $4,118-49.1% | $5,918-64.6% | $2,524-17.0% |
| Participant deferral / active EE | $0 | $6,731-100.0% | $7,714-100.0% | $4,232-100.0% |
| Admin fee / account holder | $18 | $90-80.1% | $12,427-99.9% | $114-84.3% |