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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $55,424 |
CAPFINANCIAL PARTNERS LLC8+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $45,668 |
MAYER HOFFMAN MCCANN P.C.6 years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $8,000 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.8+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,976 | $82,202-12.4% | $125,339-42.6% | $64,808+11.1% |
| Participation rate | 94.7% | 77.9%+16.9pp | 82.4%+12.4pp | 71.5%+23.3pp |
| Annual return | -17.44% | 3.48%-20.9pp | 572.05%-589.5pp | 32.82%-50.3pp |
| Employer contribution / active EE | $2,575 | $3,615-28.8% | $4,814-46.5% | $2,506+2.7% |
| Participant deferral / active EE | $7,828 | $7,175+9.1% | $7,446+5.1% | $4,310+81.6% |
| Admin fee / account holder | $197 | $163+20.5% | $10,010-98.0% | $188+4.7% |