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.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $35,297 |
Filed as: MCGRIFF INSURANCE SERVICES INC Service code 28 · EIN 56-1623293 | Investment Management | $28,125 |
PRECEPT ADVISORY GROUP1 year Service code 28 · EIN 56-1623293 | Investment Management | $9,375 |
HIGHTOWER ADVISORS LLC3 years Service code 26 · EIN 36-4500709 | Advisory (Participants) | $6,699 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $346 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $173,230 | $89,282+94.0% | $94,646+83.0% | $74,419+132.8% |
| Participation rate | 84.0% | 82.4%+1.6pp | 80.8%+3.2pp | 70.7%+13.3pp |
| Annual return | 21.23% | 25.96%-4.7pp | 156.71%-135.5pp | 34.38%-13.2pp |
| Employer contribution / active EE | $7,715 | $3,022+155.2% | $3,672+110.1% | $2,637+192.5% |
| Participant deferral / active EE | $11,654 | $8,425+38.3% | $7,418+57.1% | $4,528+157.4% |
| Admin fee / account holder | $102 | $219-53.2% | $7,231-98.6% | $348-70.6% |