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 | $641,511 |
CAPFINANCIAL PARTNERS LLC7 years Service code 28 · EIN 26-0058143 | Investment Management | $103,530 |
BDG-CPAS7 years Filed as: BDG CPAS Service code 10 · EIN 22-2625944 | Accounting | $26,250 |
HIGHTOWER ADVISORS LLC1 year Service code 26 · EIN 36-4500709 | Advisory (Participants) | $8,825 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $2,689 |
CHARLES SCHWAB & CO., INC.3 years 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 | $101,208 | $147,538-31.4% | $150,045-32.5% | $117,739-14.0% |
| Participation rate | 94.3% | 72.5%+21.8pp | 82.3%+12.0pp | 76.6%+17.7pp |
| Annual return | 21.19% | 16.95%+4.2pp | 62.55%-41.4pp | 17.29%+3.9pp |
| Employer contribution / active EE | $3,050 | $4,350-29.9% | $4,693-35.0% | $3,746-18.6% |
| Participant deferral / active EE | $10,447 | $8,925+17.1% | $7,997+30.6% | $6,128+70.5% |
| Admin fee / account holder | $56 | $125-55.0% | $13,435-99.6% | $112-49.6% |