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 | $106,110+93.9% | $147,005+40.0% | $77,671+164.9% |
| Participation rate | 93.5% | 78.4%+15.1pp | 82.2%+11.3pp | 70.6%+22.9pp |
| Annual return | 14.09% | 56.77%-42.7pp | 418.76%-404.7pp | 31.21%-17.1pp |
| Employer contribution / active EE | $3,167 | $4,065-22.1% | $4,934-35.8% | $2,726+16.1% |
| Participant deferral / active EE | $12,074 | $7,992+51.1% | $8,070+49.6% | $4,648+159.8% |
| Admin fee / account holder | $242 | $338-28.4% | $13,006-98.1% | $430-43.8% |