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.11+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $285,204 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLDCO LLC Service code 28 · EIN 84-4519624 | Investment Management | $100,000 |
CARON & BLETZER, PLLC3 years Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $20,000 |
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 | $91,557 | $123,077-25.6% | $116,228-21.2% | $102,872-11.0% |
| Participation rate | 96.5% | 87.0%+9.5pp | 74.6%+21.9pp | 73.0%+23.4pp |
| Annual return | 18.36% | 15.84%+2.5pp | 90.06%-71.7pp | 19.06%-0.7pp |
| Employer contribution / active EE | $3,117 | $4,380-28.8% | $2,994+4.1% | $3,526-11.6% |
| Participant deferral / active EE | $6,713 | $6,746-0.5% | $4,953+35.5% | $5,535+21.3% |
| Admin fee / account holder | $98 | $115-14.9% | $11,989-99.2% | $292-66.4% |