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 SERVCES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $29,457 |
ERNST & YOUNG LLP1 year Service code 10 · EIN 34-6565596 | Accounting | $14,050 |
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 | $123,394 | $99,078+24.5% | $96,544+27.8% | $74,419+65.8% |
| Participation rate | 69.1% | 80.7%-11.6pp | 76.0%-6.9pp | 70.7%-1.7pp |
| Annual return | 15.64% | 22.48%-6.8pp | 25.84%-10.2pp | 34.38%-18.7pp |
| Employer contribution / active EE | $1,544 | $2,570-39.9% | $2,965-47.9% | $2,637-41.4% |
| Participant deferral / active EE | $5,485 | $4,933+11.2% | $4,851+13.1% | $4,528+21.1% |
| Admin fee / account holder | $103 | $225-54.2% | $8,252-98.8% | $348-70.4% |