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 |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES6+ years Service code 28 · EIN 34-1753575 | Investment Management | $67,047 |
MAYER HOFFMAN MCCANN P.C.2 years Filed as: MAYER HOFFMAN MCCANN Service code 10 · EIN 43-1947695 | Accounting | $9,000 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $7,530 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC.AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
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 | $113,385 | $176,491-35.8% | $95,952+18.2% | $90,288+25.6% |
| Participation rate | 90.9% | 86.6%+4.3pp | 77.1%+13.8pp | 73.4%+17.5pp |
| Annual return | 15.93% | 20.14%-4.2pp | 91.61%-75.7pp | 53.97%-38.0pp |
| Employer contribution / active EE | $5,358 | $2,789+92.1% | $2,541+110.8% | $2,524+112.3% |
| Participant deferral / active EE | $5,611 | $5,340+5.1% | $4,167+34.6% | $4,232+32.6% |
| Admin fee / account holder | $55 | $154-64.1% | $6,795-99.2% | $114-51.6% |