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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $69,198 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 28 · EIN 36-4001764 | Investment Management | $40,574 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,549 | $49,808+15.5% | $95,745-39.9% | $74,419-22.7% |
| Participation rate | 97.2% | 66.6%+30.6pp | 72.3%+24.9pp | 70.7%+26.5pp |
| Annual return | 13.79% | 24.91%-11.1pp | 28.35%-14.6pp | 34.38%-20.6pp |
| Employer contribution / active EE | $2,496 | $1,639+52.3% | $2,835-12.0% | $2,637-5.4% |
| Participant deferral / active EE | $4,222 | $3,739+12.9% | $4,245-0.5% | $4,528-6.8% |
| Admin fee / account holder | $172 | $311-44.8% | $5,678-97.0% | $348-50.6% |