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 3-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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $105,145 |
Filed as: PRIME CAPITAL INVESTMENT ADVIS Service code 28 · EIN 82-1364595 | Investment Management | $79,943 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $69,826 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $107,623 | $63,770+68.8% | $71,209+51.1% | $102,872+4.6% |
| Participation rate | 42.1% | 61.0%-18.9pp | 73.8%-31.6pp | 73.0%-30.9pp |
| Annual return | 12.02% | 16.01%-4.0pp | 282.51%-270.5pp | 19.06%-7.0pp |
| Employer contribution / active EE | $1,854 | $2,367-21.7% | $2,721-31.9% | $3,526-47.4% |
| Participant deferral / active EE | $4,148 | $3,587+15.7% | $4,175-0.6% | $5,535-25.1% |
| Admin fee / account holder | $299 | $220+36.3% | $5,349-94.4% | $292+2.5% |