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.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $203,790 |
PORTFOLIO EVALUATIONS, INC.6+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 28 · EIN 22-3189064 | Investment Management | $87,234 |
BDO USA, LLP3 years Service code 10 · EIN 13-5381590 | Accounting | $41,908 |
SEYFARTH SHAW LLP6+ years Service code 29 · EIN 36-2152202 | Legal | $14,946 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $137 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $115,297 | $100,801+14.4% | $149,696-23.0% | $73,409+57.1% |
| Participation rate | 93.0% | 77.7%+15.4pp | 82.5%+10.6pp | 72.2%+20.9pp |
| Annual return | 14.26% | 265.34%-251.1pp | 276.60%-262.3pp | 59.29%-45.0pp |
| Employer contribution / active EE | $3,022 | $3,312-8.8% | $4,644-34.9% | $2,234+35.3% |
| Participant deferral / active EE | $10,204 | $6,404+59.3% | $6,842+49.1% | $3,805+168.2% |
| Admin fee / account holder | $177 | $181-2.1% | $9,309-98.1% | $158+12.1% |