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: HIGHLAND CONSULTING ASSOCIATES, INC Service code 16 · EIN 34-1753575 | Consulting | $89,929 |
Filed as: CBIZ CPAS, P.C. Service code 10 · EIN 43-1947695 | Accounting | $18,400 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,397 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $14,535 |
WILLCOX & SAVAGE, P.C.1 year Filed as: WILLCOX & SAVAGE, PC Service code 29 · EIN 54-0976999 | Legal | $14,239 |
Filed as: CHARLES SCHWAB & CO INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$25,517 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,464 | $110,299-17.1% | $102,423-10.7% | $199,593-54.2% |
| Participation rate | 90.0% | 86.3%+3.7pp | 76.5%+13.5pp | 72.0%+18.1pp |
| Annual return | 14.75% | 35.73%-21.0pp | 29.32%-14.6pp | 34.25%-19.5pp |
| Employer contribution / active EE | $4,925 | $3,603+36.7% | $3,023+62.9% | $3,034+62.3% |
| Participant deferral / active EE | $5,062 | $6,376-20.6% | $5,053+0.2% | $5,087-0.5% |
| Admin fee / account holder | $52 | $122-57.1% | $9,451-99.4% | $269-80.5% |