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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $186,640 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 28 · EIN 20-8874282 | Investment Management | $39,375 |
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 | $50,618 | $107,459-52.9% | $135,903-62.8% | $80,160-36.9% |
| Participation rate | 97.7% | 78.0%+19.7pp | 81.9%+15.8pp | 72.9%+24.8pp |
| Annual return | 22.42% | 91.91%-69.5pp | 68.23%-45.8pp | 40.38%-18.0pp |
| Employer contribution / active EE | $4,577 | $3,877+18.1% | $4,856-5.7% | $2,978+53.7% |
| Participant deferral / active EE | $8,933 | $8,195+9.0% | $7,758+15.1% | $5,017+78.0% |
| Admin fee / account holder | $112 | $127-12.0% | $10,762-99.0% | $145-22.9% |