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.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $146,481 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT Service code 28 · EIN 33-0905143 | Investment Management | $48,000 |
SUTTON FROST CARY LLP8+ years Service code 10 · EIN 75-2593210 | Accounting | $21,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $184,942 | $72,254+156.0% | $86,677+113.4% | $64,808+185.4% |
| Participation rate | 96.3% | 80.4%+15.8pp | 76.6%+19.7pp | 71.5%+24.8pp |
| Annual return | -19.02% | 392.42%-411.4pp | 35.91%-54.9pp | 32.82%-51.8pp |
| Employer contribution / active EE | $3,809 | $2,393+59.2% | $2,836+34.3% | $2,506+52.0% |
| Participant deferral / active EE | $13,615 | $4,658+192.3% | $4,656+192.4% | $4,310+215.9% |
| Admin fee / account holder | $102 | $174-41.2% | $7,493-98.6% | $188-45.5% |