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.6+ years Filed as: SCHWAB RETIRMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $83,692 |
NFP RETIREMENT INC3 years Service code 28 · EIN 33-0905143 | Investment Management | $45,938 |
WEST COAST FINANCIAL5 years Filed as: WEST COAST FINANCIAL LLC Service code 26 · EIN 26-1516464 | Advisory (Participants) | $5,970 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,217 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $266,874 | $104,317+155.8% | $159,436+67.4% | $86,799+207.5% |
| Participation rate | 80.8% | 77.7%+3.1pp | 82.8%-2.0pp | 72.3%+8.6pp |
| Annual return | 29.36% | 26.32%+3.0pp | 263.57%-234.2pp | 97.91%-68.5pp |
| Employer contribution / active EE | $16,223 | $3,451+370.1% | $4,829+235.9% | $2,405+574.5% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $203 | $172+17.9% | $10,799-98.1% | $170+19.8% |