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.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $93,382 |
PORTFOLIO EVALUATIONS, INC.5+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 28 · EIN 22-3189064 | Investment Management | $67,454 |
SEYFARTH SHAW LLP5+ years Service code 29 · EIN 36-2152202 | Legal | $45,822 |
BDO USA, LLP2 years Service code 10 · EIN 13-5381590 | Accounting | $42,048 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $3,313 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,818 | $88,122+5.3% | $141,162-34.2% | $67,579+37.3% |
| Participation rate | 94.9% | 76.5%+18.4pp | 82.5%+12.4pp | 71.3%+23.6pp |
| Annual return | 23.39% | 75.40%-52.0pp | 71.39%-48.0pp | 378.56%-355.2pp |
| Employer contribution / active EE | $3,062 | $3,224-5.1% | $4,735-35.3% | $2,148+42.5% |
| Participant deferral / active EE | $11,238 | $5,958+88.6% | $6,709+67.5% | $3,539+217.5% |
| Admin fee / account holder | $108 | $131-17.8% | $10,261-99.0% | $142-24.4% |