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 |
|---|---|---|
BFSG LLC5+ years Service code 28 · EIN 20-8532658 | Investment Management | $30,000 |
DUFFY KRUSPODIN LLP1 year Filed as: DUFFY KRUSPONDIN LLP Service code 10 · EIN 95-4244393 | Accounting | $9,248 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,067 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $622 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $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 | $203,469 | $88,122+130.9% | $141,162+44.1% | $67,579+201.1% |
| Participation rate | 87.5% | 76.5%+11.1pp | 82.5%+5.1pp | 71.3%+16.3pp |
| Annual return | 22.97% | 75.40%-52.4pp | 71.39%-48.4pp | 378.56%-355.6pp |
| Employer contribution / active EE | $1,682 | $3,224-47.9% | $4,735-64.5% | $2,148-21.7% |
| Participant deferral / active EE | $8,351 | $5,958+40.2% | $6,709+24.5% | $3,539+135.9% |
| Admin fee / account holder | $228 | $131+74.4% | $10,261-97.8% | $142+60.4% |