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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $99,344 |
MULTNOMAH GROUP9 years Filed as: MULTNOMAH GROUP INC Service code 28 · EIN 20-0361079 | Investment Management | $62,653 |
CHARLES SCHWAB & CO., INC.11+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,078 | $128,899+42.8% | $113,168+62.7% | $102,872+78.9% |
| Participation rate | 97.2% | 87.0%+10.2pp | 76.6%+20.6pp | 73.0%+24.2pp |
| Annual return | 17.42% | 15.88%+1.5pp | 24.27%-6.8pp | 19.06%-1.6pp |
| Employer contribution / active EE | $8,978 | $3,713+141.8% | $2,975+201.8% | $3,526+154.6% |
| Participant deferral / active EE | $6,220 | $6,787-8.3% | $5,107+21.8% | $5,535+12.4% |
| Admin fee / account holder | $102 | $129-20.8% | $12,068-99.2% | $292-64.9% |