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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $76,375 |
MARINER LLC7 years Service code 28 · EIN 20-4553256 | Investment Management | $60,906 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $10,043 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $899 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,672 | $104,919+101.7% | $116,228+82.1% | $85,563+147.4% |
| Participation rate | 98.6% | 78.6%+20.0pp | 74.6%+24.1pp | 66.0%+32.7pp |
| Annual return | 16.36% | 15.38%+1.0pp | 90.06%-73.7pp | 31.51%-15.2pp |
| Employer contribution / active EE | $8,189 | $3,485+134.9% | $2,994+173.5% | $2,654+208.6% |
| Participant deferral / active EE | $9,168 | $5,306+72.8% | $4,953+85.1% | $4,375+109.5% |
| Admin fee / account holder | $167 | $429-61.0% | $11,989-98.6% | $834-80.0% |