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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $170,788 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 28 · EIN 20-8874282 | Investment Management | $37,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,794 | $95,388-60.4% | $125,339-69.8% | $77,904-51.5% |
| Participation rate | 97.3% | 78.6%+18.7pp | 82.4%+15.0pp | 73.7%+23.6pp |
| Annual return | -0.66% | 116.19%-116.9pp | 572.05%-572.7pp | 12.21%-12.9pp |
| Employer contribution / active EE | $4,660 | $3,666+27.1% | $4,814-3.2% | $2,848+63.6% |
| Participant deferral / active EE | $9,447 | $7,711+22.5% | $7,446+26.9% | $4,806+96.6% |
| Admin fee / account holder | $98 | $119-17.8% | $10,010-99.0% | $133-26.3% |