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.10+ years Filed as: SCHWAB RETIRMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $90,992 |
GERBER KAWASAKI WEALTH &4 years Service code 26 · EIN 27-2274173 | Advisory (Participants) | $83,277 |
NFP RETIREMENT INC7 years Service code 28 · EIN 33-0905143 | Investment Management | $36,750 |
WEST COAST FINANCIAL9 years Filed as: WEST COAST FINANCIAL LLC Service code 26 · EIN 26-1516464 | Advisory (Participants) | $5,652 |
Filed as: FINANCIAL PLANNING Service code 26 · EIN 83-4666890 | Advisory (Participants) | $5,059 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $712 |
CHARLES SCHWAB & CO., INC.6 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,813 | $119,446+115.8% | $150,045+71.8% | $85,563+201.3% |
| Participation rate | 79.3% | 75.4%+3.8pp | 82.3%-3.1pp | 66.0%+13.3pp |
| Annual return | 9.25% | 23.72%-14.5pp | 62.55%-53.3pp | 31.51%-22.3pp |
| Employer contribution / active EE | $18,489 | $4,078+353.4% | $4,693+294.0% | $2,654+596.8% |
| Participant deferral / active EE | $0 | $7,985-100.0% | $7,997-100.0% | $4,375-100.0% |
| Admin fee / account holder | $277 | $548-49.3% | $13,435-97.9% | $834-66.8% |