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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $568,112 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $107,096 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $20,994 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,433 | $44,007-28.6% | $154,107-79.6% | $68,904-54.4% |
| Participation rate | 75.6% | 70.0%+5.6pp | 83.0%-7.4pp | 74.1%+1.5pp |
| Annual return | -3.16% | 8.15%-11.3pp | 735.12%-738.3pp | 1.07%-4.2pp |
| Employer contribution / active EE | $1,313 | $1,732-24.2% | $5,298-75.2% | $2,540-48.3% |
| Participant deferral / active EE | $3,386 | $2,813+20.4% | $5,081-33.4% | $4,015-15.7% |
| Admin fee / account holder | $84 | $65+29.5% | $13,411-99.4% | $71+17.6% |