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 5-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 | $36,382 |
WAKEFIELD ASSET MANAGEMENT3+ years Filed as: WAKEFIELD ASSET MGMT LLLP Service code 26 · EIN 20-8251802 | Advisory (Participants) | $29,180 |
TRANSITIONS WEALTH MGMT LLC3+ years Service code 26 · EIN 84-1483103 | Advisory (Participants) | $22,777 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,449 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Annual investment return 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 | $160,979 | $46,292+247.7% | $143,757+12.0% | $64,808+148.4% |
| Participation rate | 95.6% | 64.2%+31.4pp | 80.3%+15.3pp | 71.5%+24.1pp |
| Annual return | -18.88% | -10.05%-8.8pp | -0.04%-18.8pp | 32.82%-51.7pp |
| Employer contribution / active EE | $10,539 | $1,910+451.9% | $4,951+112.9% | $2,506+320.6% |
| Participant deferral / active EE | $8,170 | $2,646+208.8% | $5,637+44.9% | $4,310+89.6% |
| Admin fee / account holder | $145 | $154-5.7% | $14,673-99.0% | $188-22.8% |