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 ASSOCIATES8+ years Service code 28 · EIN 34-1753575 | Investment Management | $76,436 |
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $23,761 |
MAYER HOFFMAN MCCANN P.C.2 years Service code 10 · EIN 43-1947695 | Accounting | $12,500 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO. INC.AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.8+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $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 | $94,130 | $130,141-27.7% | $86,677+8.6% | $77,904+20.8% |
| Participation rate | 90.5% | 85.9%+4.5pp | 76.6%+13.9pp | 73.7%+16.8pp |
| Annual return | -15.12% | -12.75%-2.4pp | 35.91%-51.0pp | 12.21%-27.3pp |
| Employer contribution / active EE | $6,614 | $3,220+105.4% | $2,836+133.2% | $2,848+132.3% |
| Participant deferral / active EE | $5,738 | $5,757-0.3% | $4,656+23.3% | $4,806+19.4% |
| Admin fee / account holder | $65 | $132-50.9% | $7,493-99.1% | $133-51.2% |