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 ASSOCIATES9+ years Service code 28 · EIN 34-1753575 | Investment Management | $79,237 |
CHARLES SCHWAB & CO., INC.8 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $39,995 |
Filed as: CBIZ CPAS, P.C. Service code 10 · EIN 43-1947695 | Accounting | $19,100 |
CHARLES SCHWAB & CO., INC.9+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5 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 | $91,850 | $104,697-12.3% | $96,544-4.9% | $80,160+14.6% |
| Participation rate | 88.7% | 86.4%+2.3pp | 76.0%+12.7pp | 72.9%+15.8pp |
| Annual return | 20.28% | 21.78%-1.5pp | 25.84%-5.6pp | 40.38%-20.1pp |
| Employer contribution / active EE | $5,200 | $3,536+47.0% | $2,965+75.4% | $2,978+74.6% |
| Participant deferral / active EE | $4,926 | $6,188-20.4% | $4,851+1.6% | $5,017-1.8% |
| Admin fee / account holder | $62 | $107-41.9% | $8,252-99.2% | $145-57.2% |