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 | $79,779 |
MULTNOMAH GROUP3 years Filed as: MULTNOMAH GROUP INC Service code 28 · EIN 20-0361079 | Investment Management | $60,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $147,380 | $105,247+40.0% | $87,100+69.2% | $77,787+89.5% |
| Participation rate | 96.1% | 85.8%+10.3pp | 76.9%+19.2pp | 73.2%+22.9pp |
| Annual return | 19.72% | 24.52%-4.8pp | 28.19%-8.5pp | 32.57%-12.9pp |
| Employer contribution / active EE | $7,211 | $2,895+149.1% | $2,521+186.0% | $2,504+187.9% |
| Participant deferral / active EE | $3,930 | $5,060-22.3% | $4,049-2.9% | $3,967-0.9% |
| Admin fee / account holder | $129 | $104+23.7% | $7,497-98.3% | $100+29.2% |