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.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $91,014 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $11,986 |
CAPFINANCIAL PARTNERS LLC1+ years Service code 28 · EIN 26-0058143 | Investment Management | $6,391 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $4,052 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,455 | $119,446+105.5% | $150,045+63.6% | $85,563+186.9% |
| Participation rate | 98.6% | 75.4%+23.1pp | 82.3%+16.2pp | 66.0%+32.6pp |
| Annual return | 14.48% | 23.72%-9.2pp | 62.55%-48.1pp | 31.51%-17.0pp |
| Employer contribution / active EE | $9,997 | $4,078+145.1% | $4,693+113.0% | $2,654+276.7% |
| Participant deferral / active EE | $15,908 | $7,985+99.2% | $7,997+98.9% | $4,375+263.6% |
| Admin fee / account holder | $114 | $548-79.2% | $13,435-99.2% | $834-86.3% |