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 RETIRMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $67,481 |
NFP RETIREMENT INC4 years Service code 28 · EIN 33-0905143 | Investment Management | $27,563 |
GERBER KAWASAKI WEALTH &1 year Service code 26 · EIN 27-2274173 | Advisory (Participants) | $24,485 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,305 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,230 | $82,202+175.2% | $125,339+80.5% | $64,808+249.1% |
| Participation rate | 79.9% | 77.9%+2.0pp | 82.4%-2.5pp | 71.5%+8.4pp |
| Annual return | -6.81% | 3.48%-10.3pp | 572.05%-578.9pp | 32.82%-39.6pp |
| Employer contribution / active EE | $16,389 | $3,615+353.3% | $4,814+240.5% | $2,506+554.0% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $188 | $163+15.2% | $10,010-98.1% | $188+0.2% |