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 | $128,638 |
CAPFINANCIAL PARTNERS LLC2 years Service code 28 · EIN 26-0058143 | Investment Management | $75,920 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $47,851 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $638 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $131,849 | $95,274+38.4% | $135,903-3.0% | $74,419+77.2% |
| Participation rate | 91.2% | 78.2%+13.0pp | 81.9%+9.3pp | 70.7%+20.4pp |
| Annual return | 17.13% | 32.77%-15.6pp | 68.23%-51.1pp | 34.38%-17.2pp |
| Employer contribution / active EE | $1,866 | $3,874-51.8% | $4,856-61.6% | $2,637-29.3% |
| Participant deferral / active EE | $7,886 | $7,782+1.3% | $7,758+1.6% | $4,528+74.2% |
| Admin fee / account holder | $156 | $266-41.3% | $10,762-98.5% | $348-55.1% |