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.9 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $76,156 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS INC Service code 28 · EIN 06-1397347 | Investment Management | $12,500 |
Filed as: CBIZ INC Service code 10 · EIN 22-2769024 | Accounting | $9,265 |
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 | $217,089 | $88,890+144.2% | $102,423+112.0% | $77,643+179.6% |
| Participation rate | 88.6% | 80.9%+7.7pp | 76.5%+12.1pp | 70.6%+18.0pp |
| Annual return | 14.96% | 24.98%-10.0pp | 29.32%-14.4pp | 31.24%-16.3pp |
| Employer contribution / active EE | $3,899 | $2,698+44.6% | $3,023+29.0% | $2,726+43.1% |
| Participant deferral / active EE | $18,236 | $5,145+254.4% | $5,053+260.9% | $4,647+292.4% |
| Admin fee / account holder | $78 | $235-66.7% | $9,451-99.2% | $430-81.8% |