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.9+ years Filed as: SCHWAB RETIRMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $81,351 |
GERBER KAWASAKI WEALTH &3 years Service code 26 · EIN 27-2274173 | Advisory (Participants) | $65,986 |
NFP RETIREMENT INC6 years Service code 28 · EIN 33-0905143 | Investment Management | $36,750 |
WEST COAST FINANCIAL8 years Filed as: WEST COAST FINANCIAL LLC Service code 26 · EIN 26-1516464 | Advisory (Participants) | $5,155 |
Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $1,133 |
CHARLES SCHWAB & CO., INC.5 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 | $246,819 | $106,028+132.8% | $146,958+68.0% | $77,643+217.9% |
| Participation rate | 79.8% | 78.4%+1.4pp | 82.2%-2.3pp | 70.6%+9.2pp |
| Annual return | 19.07% | 56.73%-37.7pp | 418.34%-399.3pp | 31.24%-12.2pp |
| Employer contribution / active EE | $17,551 | $4,063+332.0% | $4,933+255.8% | $2,726+543.9% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $260 | $337-23.0% | $12,998-98.0% | $430-39.7% |