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 | $54,486 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 28 · EIN 06-1397347 | Investment Management | $50,000 |
SHEA LABAGH DOBBERSTEIN2 years Service code 10 · EIN 94-2290202 | Accounting | $21,550 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO. INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $176,955 | $185,342-4.5% | $111,297+59.0% | $86,799+103.9% |
| Participation rate | 76.0% | 81.0%-5.0pp | 77.3%-1.3pp | 72.3%+3.7pp |
| Annual return | 9.32% | 500.80%-491.5pp | 54.65%-45.3pp | 97.91%-88.6pp |
| Employer contribution / active EE | $2,264 | $2,246+0.8% | $2,731-17.1% | $2,405-5.9% |
| Participant deferral / active EE | $15,900 | $4,458+256.6% | $4,487+254.3% | $4,131+284.9% |
| Admin fee / account holder | $89 | $255-65.4% | $7,964-98.9% | $170-47.8% |