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 |
|---|---|---|
Filed as: BUCKINGHAM ASSET MANAGEMENT Service code 28 · EIN 20-8306720 | Investment Management | $55,306 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $48,581 |
REGIONS BANK1 year Service code 28 · EIN 63-0371391 | Investment Management | $30,333 |
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 | $171,878 | $106,028+62.1% | $146,958+17.0% | $77,643+121.4% |
| Participation rate | 86.6% | 78.4%+8.2pp | 82.2%+4.4pp | 70.6%+16.0pp |
| Annual return | 13.95% | 56.73%-42.8pp | 418.34%-404.4pp | 31.24%-17.3pp |
| Employer contribution / active EE | $2,636 | $4,063-35.1% | $4,933-46.6% | $2,726-3.3% |
| Participant deferral / active EE | $10,270 | $7,990+28.5% | $8,070+27.3% | $4,647+121.0% |
| Admin fee / account holder | $218 | $337-35.5% | $12,998-98.3% | $430-49.4% |