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 |
|---|---|---|
FISHER INVESTMENTS4 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $16,105 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $9,034 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $81 |
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 | $141,526 | $102,317+38.3% | $146,958-3.7% | $80,856+75.0% |
| Participation rate | 93.8% | 75.8%+17.9pp | 82.2%+11.6pp | 67.6%+26.1pp |
| Annual return | 13.37% | 134.76%-121.4pp | 418.34%-405.0pp | 35.59%-22.2pp |
| Employer contribution / active EE | $4,892 | $3,713+31.7% | $4,933-0.8% | $2,755+77.6% |
| Participant deferral / active EE | $16,293 | $6,644+145.2% | $8,070+101.9% | $4,296+279.3% |
| Admin fee / account holder | $150 | $7,941-98.1% | $12,998-98.8% | $6,918-97.8% |