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.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $367,077 |
FIDUCIENT ADVISORS LLC1 year Service code 28 · EIN 36-4001764 | Investment Management | $94,313 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $32,400 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $218 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $155,497 | $122,186+27.3% | $146,958+5.8% | $199,593-22.1% |
| Participation rate | 89.2% | 78.3%+10.9pp | 82.2%+7.0pp | 72.0%+17.2pp |
| Annual return | 15.04% | 30.56%-15.5pp | 418.34%-403.3pp | 34.25%-19.2pp |
| Employer contribution / active EE | $5,840 | $4,093+42.7% | $4,933+18.4% | $3,034+92.5% |
| Participant deferral / active EE | $10,241 | $8,502+20.5% | $8,070+26.9% | $5,087+101.3% |
| Admin fee / account holder | $159 | $179-10.9% | $12,998-98.8% | $269-40.8% |