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.8+ years Filed as: SCHWAB RETIRMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $73,456 |
NFP RETIREMENT INC5 years Service code 28 · EIN 33-0905143 | Investment Management | $36,750 |
GERBER KAWASAKI WEALTH &1 year Filed as: GERBER KAWASAKI WEALTH Service code 26 · EIN 27-2274173 | Advisory (Participants) | $34,899 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $517 |
CHARLES SCHWAB & CO., INC.4 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,203 | $95,274+122.7% | $135,903+56.1% | $74,419+185.1% |
| Participation rate | 84.5% | 78.2%+6.3pp | 81.9%+2.5pp | 70.7%+13.7pp |
| Annual return | 1.36% | 32.77%-31.4pp | 68.23%-66.9pp | 34.38%-33.0pp |
| Employer contribution / active EE | $17,031 | $3,874+339.6% | $4,856+250.7% | $2,637+545.7% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $216 | $266-18.9% | $10,762-98.0% | $348-38.0% |