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 SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $694,544 |
CAPFINANCIAL PARTNERS LLC6 years Service code 28 · EIN 26-0058143 | Investment Management | $102,000 |
BDG-CPAS6 years Filed as: BDG CPAS Service code 10 · EIN 22-2625944 | Accounting | $25,500 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,876 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $86,261 | $119,627-27.9% | $146,958-41.3% | $99,062-12.9% |
| Participation rate | 95.6% | 73.4%+22.2pp | 82.2%+13.5pp | 71.6%+24.0pp |
| Annual return | 15.98% | 28.82%-12.8pp | 418.34%-402.4pp | 17.66%-1.7pp |
| Employer contribution / active EE | $3,066 | $4,153-26.2% | $4,933-37.8% | $3,262-6.0% |
| Participant deferral / active EE | $10,286 | $7,997+28.6% | $8,070+27.5% | $5,331+92.9% |
| Admin fee / account holder | $59 | $150-60.3% | $12,998-99.5% | $109-45.5% |