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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $131,732 |
MULTNOMAH GROUP4 years Filed as: MULTNOMAH GROUP INC Service code 28 · EIN 20-0361079 | Investment Management | $60,000 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,059 | $176,491-7.0% | $95,952+71.0% | $90,288+81.7% |
| Participation rate | 94.7% | 86.6%+8.1pp | 77.1%+17.6pp | 73.4%+21.3pp |
| Annual return | 12.59% | 20.14%-7.6pp | 91.61%-79.0pp | 53.97%-41.4pp |
| Employer contribution / active EE | $7,236 | $2,789+159.5% | $2,541+184.8% | $2,524+186.7% |
| Participant deferral / active EE | $4,199 | $5,340-21.4% | $4,167+0.8% | $4,232-0.8% |
| Admin fee / account holder | $129 | $154-16.5% | $6,795-98.1% | $114+12.8% |