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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $90,934 |
Filed as: VALLEY FORGE INVESTMENT CONSUL Service code 28 · EIN 23-2748550 | Investment Management | $52,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,787 | $95,274-15.2% | $135,903-40.6% | $74,419+8.6% |
| Participation rate | 97.1% | 78.2%+19.0pp | 81.9%+15.2pp | 70.7%+26.4pp |
| Annual return | 19.06% | 32.77%-13.7pp | 68.23%-49.2pp | 34.38%-15.3pp |
| Employer contribution / active EE | $4,978 | $3,874+28.5% | $4,856+2.5% | $2,637+88.7% |
| Participant deferral / active EE | $10,576 | $7,782+35.9% | $7,758+36.3% | $4,528+133.6% |
| Admin fee / account holder | $123 | $266-53.7% | $10,762-98.9% | $348-64.6% |