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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $193,230 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC Service code 28 | Investment Management | $30,900 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 28 · EIN 20-8874282 | Investment Management | $10,000 |
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 | $63,783 | $122,186-47.8% | $146,958-56.6% | $199,593-68.0% |
| Participation rate | 97.7% | 78.3%+19.4pp | 82.2%+15.5pp | 72.0%+25.7pp |
| Annual return | 16.65% | 30.56%-13.9pp | 418.34%-401.7pp | 34.25%-17.6pp |
| Employer contribution / active EE | $5,104 | $4,093+24.7% | $4,933+3.5% | $3,034+68.2% |
| Participant deferral / active EE | $10,133 | $8,502+19.2% | $8,070+25.6% | $5,087+99.2% |
| Admin fee / account holder | $122 | $179-32.0% | $12,998-99.1% | $269-54.8% |