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 | $24,576 |
HALL, MACGREGOR2 years Service code 28 · EIN 54-1723355 | Investment Management | $22,977 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $38,995 | $92,055-57.6% | $106,213-63.3% | $77,643-49.8% |
| Participation rate | 96.9% | 81.0%+15.9pp | 75.3%+21.6pp | 70.6%+26.3pp |
| Annual return | 13.29% | 17.91%-4.6pp | 116.14%-102.9pp | 31.24%-18.0pp |
| Employer contribution / active EE | $2,268 | $3,367-32.6% | $3,171-28.5% | $2,726-16.8% |
| Participant deferral / active EE | $5,153 | $5,386-4.3% | $5,016+2.7% | $4,647+10.9% |
| Admin fee / account holder | $100 | $219-54.5% | $11,033-99.1% | $430-76.8% |