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: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $137,361 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT Service code 28 · EIN 33-0905143 | Investment Management | $32,000 |
SUTTON FROST CARY LLP9+ years Service code 10 · EIN 75-2593210 | Accounting | $22,000 |
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 | $230,001 | $99,078+132.1% | $96,544+138.2% | $74,419+209.1% |
| Participation rate | 97.5% | 80.7%+16.8pp | 76.0%+21.5pp | 70.7%+26.7pp |
| Annual return | 20.88% | 22.48%-1.6pp | 25.84%-5.0pp | 34.38%-13.5pp |
| Employer contribution / active EE | $4,424 | $2,570+72.1% | $2,965+49.2% | $2,637+67.8% |
| Participant deferral / active EE | $15,843 | $4,933+221.2% | $4,851+226.6% | $4,528+249.9% |
| Admin fee / account holder | $99 | $225-56.0% | $8,252-98.8% | $348-71.6% |