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 | $145,177 |
Filed as: SILICON VALLEY RETMENT SERVICES LLC Service code 28 · EIN 27-2233898 | Investment Management | $28,600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,782 | $106,028+94.1% | $146,958+40.0% | $77,643+165.0% |
| Participation rate | 93.5% | 78.4%+15.1pp | 82.2%+11.3pp | 70.6%+22.9pp |
| Annual return | 14.09% | 56.73%-42.6pp | 418.34%-404.3pp | 31.24%-17.2pp |
| Employer contribution / active EE | $3,167 | $4,063-22.1% | $4,933-35.8% | $2,726+16.2% |
| Participant deferral / active EE | $12,074 | $7,990+51.1% | $8,070+49.6% | $4,647+159.8% |
| Admin fee / account holder | $242 | $337-28.4% | $12,998-98.1% | $430-43.8% |