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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $58,051 |
Filed as: VALLEY FORGE INVESTMENT CONSUL Service code 28 · EIN 23-2748550 | Investment Management | $52,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,998 | $100,801-22.6% | $149,696-47.9% | $73,409+6.3% |
| Participation rate | 88.9% | 77.7%+11.3pp | 82.5%+6.5pp | 72.2%+16.8pp |
| Annual return | 18.76% | 265.34%-246.6pp | 276.60%-257.8pp | 59.29%-40.5pp |
| Employer contribution / active EE | $3,828 | $3,312+15.6% | $4,644-17.6% | $2,234+71.4% |
| Participant deferral / active EE | $8,367 | $6,404+30.6% | $6,842+22.3% | $3,805+119.9% |
| Admin fee / account holder | $114 | $181-37.0% | $9,309-98.8% | $158-27.9% |