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 | $368,788 |
VENTURE FORTH FINANCIAL LLC5 years Service code 26 · EIN 81-1670502 | Advisory (Participants) | $15,314 |
CHARLES SCHWAB & CO., INC.11+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $342 |
CHARLES SCHWAB & CO., INC.7 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 | $73,536 | $145,877-49.6% | $150,045-51.0% | $102,872-28.5% |
| Participation rate | 92.4% | 79.8%+12.6pp | 82.3%+10.1pp | 73.0%+19.4pp |
| Annual return | 17.14% | 21.37%-4.2pp | 62.55%-45.4pp | 19.06%-1.9pp |
| Employer contribution / active EE | $2,471 | $4,710-47.5% | $4,693-47.3% | $3,526-29.9% |
| Participant deferral / active EE | $6,505 | $9,491-31.5% | $7,997-18.7% | $5,535+17.5% |
| Admin fee / account holder | $164 | $176-6.9% | $13,435-98.8% | $292-44.0% |