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 | $105,968 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $11,019 |
WAITS INVESTMENTS, LLC1 year Service code 26 · EIN 80-0842183 | Advisory (Participants) | $5,349 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $290,646 | $182,927+58.9% | $200,582+44.9% | $117,739+146.9% |
| Participation rate | 90.3% | 92.5%-2.1pp | 86.9%+3.4pp | 76.6%+13.7pp |
| Annual return | 22.54% | 15.76%+6.8pp | 42.33%-19.8pp | 17.29%+5.3pp |
| Employer contribution / active EE | $6,974 | $5,985+16.5% | $6,419+8.6% | $3,746+86.2% |
| Participant deferral / active EE | $16,749 | $9,711+72.5% | $9,331+79.5% | $6,128+173.3% |
| Admin fee / account holder | $22 | $95-76.5% | $16,305-99.9% | $112-80.1% |