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.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $114,481 |
MULTNOMAH GROUP4+ years Filed as: MULTNOMAH GROUP INC Service code 28 · EIN 20-0361079 | Investment Management | $32,800 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $2,913 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $6 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
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 | $127,543 | $45,382+181.0% | $154,107-17.2% | $75,289+69.4% |
| Participation rate | 98.8% | 65.9%+32.9pp | 83.0%+15.8pp | 72.4%+26.4pp |
| Annual return | -4.89% | -0.47%-4.4pp | 735.12%-740.0pp | -0.04%-4.8pp |
| Employer contribution / active EE | $9,630 | $1,533+528.2% | $5,298+81.8% | $2,405+300.4% |
| Participant deferral / active EE | $6,420 | $2,384+169.3% | $5,081+26.4% | $3,739+71.7% |
| Admin fee / account holder | $105 | $89+17.3% | $13,411-99.2% | $102+2.4% |