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.3+ years Service code 19 · EIN 94-1737782 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities Custodian | $53,319 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: ABAR RETIREMENT PLAN SERVICES LLC Service code 15 · EIN 46-1281375 25B VREELAND RD. SUITE 103 · FLORHAM PARK, NJ 07932 | Recordkeeping | $50,058 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $85,028 | $71,192+19.4% | $117,854-27.9% | $62,292+36.5% |
| Participation rate | 73.5% | 74.2%-0.7pp | 79.7%-6.1pp | 69.5%+4.0pp |
| Annual return | 12.03% | 18.66%-6.6pp | 335.08%-323.1pp | 28.90%-16.9pp |
| Employer contribution / active EE | $1,685 | $1,934-12.9% | $3,786-55.5% | $2,042-17.5% |
| Participant deferral / active EE | $2,555 | $3,189-19.9% | $4,482-43.0% | $3,169-19.4% |
| Admin fee / account holder | $517 | $587-11.9% | $8,020-93.6% | $479+7.9% |