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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $85,112 |
UBS FINANCIAL SERVICES INC2 years Service code 28 · EIN 13-2638166 | Investment Management | $25,000 |
INSERO & CO. CPAS, LLP2 years Filed as: INSERO AND CO CPAS LLP Service code 28 · EIN 47-5324570 | Investment Management | $10,700 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,445 | $55,790+47.8% | $76,817+7.3% | $67,579+22.0% |
| Participation rate | 64.6% | 71.1%-6.5pp | 72.1%-7.5pp | 71.3%-6.7pp |
| Annual return | 24.83% | 64.45%-39.6pp | 1166.11%-1141.3pp | 378.56%-353.7pp |
| Employer contribution / active EE | $1,993 | $1,810+10.1% | $2,302-13.4% | $2,148-7.2% |
| Participant deferral / active EE | $4,610 | $2,875+60.4% | $3,336+38.2% | $3,539+30.3% |
| Admin fee / account holder | $151 | $159-5.1% | $6,420-97.6% | $142+6.1% |