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 |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP ADVISORY SERVICES LLC Service code 28 · EIN 47-1566880 | Investment Management | $48,000 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $27,518 |
SUTTON FROST CARY LLP5+ years Service code 10 · EIN 75-2593210 | Accounting | $18,500 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO,. INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ 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 | $192,604 | $105,247+83.0% | $87,100+121.1% | $77,787+147.6% |
| Participation rate | 97.8% | 85.8%+12.0pp | 76.9%+20.9pp | 73.2%+24.6pp |
| Annual return | 22.72% | 24.52%-1.8pp | 28.19%-5.5pp | 32.57%-9.9pp |
| Employer contribution / active EE | $4,665 | $2,895+61.2% | $2,521+85.0% | $2,504+86.3% |
| Participant deferral / active EE | $12,106 | $5,060+139.3% | $4,049+199.0% | $3,967+205.1% |
| Admin fee / account holder | $42 | $104-60.0% | $7,497-99.4% | $100-58.2% |