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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Recordkeeping and... | $141,962 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,361 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $71,940 | $73,404-2.0% | $87,100-17.4% | $67,579+6.5% |
| Participation rate | 86.8% | 80.9%+5.9pp | 76.9%+9.9pp | 71.3%+15.5pp |
| Annual return | 23.47% | 48.29%-24.8pp | 28.19%-4.7pp | 378.56%-355.1pp |
| Employer contribution / active EE | $4,146 | $2,014+105.8% | $2,521+64.4% | $2,148+93.0% |
| Participant deferral / active EE | $7,293 | $3,913+86.4% | $4,049+80.1% | $3,539+106.0% |
| Admin fee / account holder | $156 | $142+10.1% | $7,497-97.9% | $142+9.5% |