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 | $117,974 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 28 · EIN 34-1542819 | Investment Management | $50,000 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $710 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | 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 | $90,582 | $82,279+10.1% | $77,999+16.1% | $63,975+41.6% |
| Participation rate | 66.5% | 84.7%-18.2pp | 75.5%-9.0pp | 71.1%-4.6pp |
| Annual return | 6.90% | 11.20%-4.3pp | 425.96%-419.1pp | 48.65%-41.7pp |
| Employer contribution / active EE | $1,333 | $3,297-59.6% | $2,470-46.0% | $2,182-38.9% |
| Participant deferral / active EE | $2,595 | $4,538-42.8% | $3,497-25.8% | $3,356-22.7% |
| Admin fee / account holder | $199 | $81+144.8% | $5,480-96.4% | $70+182.9% |