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 |
|---|---|---|
NEPC, LLC3+ years Service code 28 · EIN 26-1429809 | Investment Management | $68,592 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $25,925 |
SUTTON FROST CARY LLP3+ years Service code 10 · EIN 75-2593210 | Accounting | $18,000 |
INHUB LLC1 year Service code 10 · EIN 46-4111341 | Accounting | $7,500 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO,. INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,159 | $88,730+88.4% | $82,313+103.1% | $77,958+114.4% |
| Participation rate | 96.8% | 84.5%+12.3pp | 76.9%+19.9pp | 71.6%+25.2pp |
| Annual return | 21.38% | 20.88%+0.5pp | 25.88%-4.5pp | 20.87%+0.5pp |
| Employer contribution / active EE | $2,884 | $2,758+4.6% | $2,428+18.8% | $2,310+24.8% |
| Participant deferral / active EE | $9,892 | $4,634+113.4% | $3,706+166.9% | $3,537+179.7% |
| Admin fee / account holder | $51 | $74-31.1% | $5,608-99.1% | $97-47.7% |