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 | $14,473 |
Filed as: STEELPEAK WEALTH Service code 26 · EIN 46-1173026 | Advisory (Participants) | $7,782 |
FISHER INVESTMENTS5 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $7,755 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Other investment fees and expenses; S... | $603 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,113 | $185,342+27.9% | $111,297+113.0% | $86,799+173.2% |
| Participation rate | 79.5% | 81.0%-1.5pp | 77.3%+2.2pp | 72.3%+7.2pp |
| Annual return | 15.32% | 500.80%-485.5pp | 54.65%-39.3pp | 97.91%-82.6pp |
| Employer contribution / active EE | $724 | $2,246-67.8% | $2,731-73.5% | $2,405-69.9% |
| Participant deferral / active EE | $13,248 | $4,458+197.1% | $4,487+195.2% | $4,131+220.7% |
| Admin fee / account holder | $52 | $255-79.7% | $7,964-99.3% | $170-69.4% |