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.8 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $71,827 |
Filed as: CBIZ INVESTMENT ADVISORY SERVI Service code 10 · EIN 81-3968784 | Accounting | $17,156 |
Filed as: CBIZ MHM LLC Service code 10 · EIN 34-1854260 | Accounting | $5,232 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.9+ 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 | $182,629 | $99,078+84.3% | $96,544+89.2% | $74,419+145.4% |
| Participation rate | 88.3% | 80.7%+7.7pp | 76.0%+12.4pp | 70.7%+17.6pp |
| Annual return | 18.98% | 22.48%-3.5pp | 25.84%-6.9pp | 34.38%-15.4pp |
| Employer contribution / active EE | $4,248 | $2,570+65.3% | $2,965+43.3% | $2,637+61.1% |
| Participant deferral / active EE | $19,897 | $4,933+303.3% | $4,851+310.2% | $4,528+339.4% |
| Admin fee / account holder | $69 | $225-69.3% | $8,252-99.2% | $348-80.2% |