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.1+ years Filed as: CHARLES SCHWAB AND CO., INC. Service code 27 | Advisory (Plan) | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB INVESTMENT MGMT INC. Service code 27 · EIN 94-3106735 | Advisory (Plan) | $0 |
Filed as: GREAT WEST LIFE AND ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $66,734 | $37,117+79.8% | $147,614-54.8% | $55,191+20.9% |
| Participation rate | 70.6% | 63.6%+7.0pp | 84.6%-14.0pp | 69.2%+1.4pp |
| Annual return | 0.95% | 3.44%-2.5pp | 61.98%-61.0pp | 10.78%-9.8pp |
| Employer contribution / active EE | $3,470 | $1,620+114.1% | $5,564-37.6% | $1,899+82.7% |
| Participant deferral / active EE | $3,479 | $1,985+75.2% | $4,895-28.9% | $3,046+14.2% |
| Admin fee / account holder | $0 | $86-99.7% | $11,611-100.0% | $91-99.7% |