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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $28,439 |
Filed as: STEELPEAK WEALTH LLC Service code 26 · EIN 46-1173026 | Advisory (Participants) | $5,029 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $637 |
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 | $231,196 | $99,078+133.3% | $96,544+139.5% | $74,419+210.7% |
| Participation rate | 74.9% | 80.7%-5.8pp | 76.0%-1.1pp | 70.7%+4.1pp |
| Annual return | 24.00% | 22.48%+1.5pp | 25.84%-1.8pp | 34.38%-10.4pp |
| Employer contribution / active EE | $737 | $2,570-71.3% | $2,965-75.2% | $2,637-72.1% |
| Participant deferral / active EE | $15,027 | $4,933+204.6% | $4,851+209.8% | $4,528+231.9% |
| Admin fee / account holder | $64 | $225-71.5% | $8,252-99.2% | $348-81.6% |