See peer percentile detail. $4.99 for your first month.
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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 RETIRMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $96,013 |
Filed as: HANLON INVESTMENT MANAGEMENT Service code 26 · EIN 22-3723068 | Advisory (Participants) | $16,015 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $7,252 |
WEST COAST FINANCIAL1 year Filed as: WEST COAST FINANCIAL LLC Service code 26 · EIN 26-1516464 | Advisory (Participants) | $5,286 |
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 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 | $212,233 | $155,795+36.2% | $136,294+55.7% | $69,631+204.8% |
| Participation rate | 94.3% | 75.2%+19.0pp | 81.9%+12.3pp | 70.7%+23.6pp |
| Annual return | 11.75% | 232464.33%-232452.6pp | 5155.94%-5144.2pp | 27571.02%-27559.3pp |
| Employer contribution / active EE | $15,785 | $2,991+427.8% | $4,695+236.2% | $2,032+676.8% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $204 | $128+59.4% | $9,243-97.8% | $110+85.1% |