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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $117,358 |
ICAPITAL, LLC6 years Filed as: ICAPITAL LLC Service code 28 · EIN 76-0708798 | Investment Management | $79,506 |
DISANTO PRIEST & CO.6 years Filed as: DISANTO PRIEST AND CO Service code 10 · EIN 57-1139864 | Accounting | $5,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.7 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,581 | $76,173-29.7% | $81,382-34.2% | $199,593-73.2% |
| Participation rate | 53.8% | 76.3%-22.5pp | 69.5%-15.7pp | 72.0%-18.2pp |
| Annual return | 25.69% | 15.59%+10.1pp | 24.73%+1.0pp | 34.25%-8.6pp |
| Employer contribution / active EE | $1,299 | $2,792-53.5% | $2,463-47.3% | $3,034-57.2% |
| Participant deferral / active EE | $2,574 | $4,201-38.7% | $3,883-33.7% | $5,087-49.4% |
| Admin fee / account holder | $174 | $146+19.3% | $5,768-97.0% | $269-35.2% |