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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.8 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $68,389 |
CAPFINANCIAL PARTNERS LLC8 years Service code 28 · EIN 26-0058143 | Investment Management | $52,964 |
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 | $162,513 | $42,886+278.9% | $88,946+82.7% | $85,563+89.9% |
| Participation rate | 94.1% | 37.9%+56.2pp | 68.8%+25.3pp | 66.0%+28.2pp |
| Annual return | 16.52% | 44.56%-28.0pp | 57.82%-41.3pp | 31.51%-15.0pp |
| Employer contribution / active EE | $3,759 | $1,147+227.7% | $2,555+47.1% | $2,654+41.6% |
| Participant deferral / active EE | $10,167 | $2,108+382.3% | $4,581+121.9% | $4,375+132.4% |
| Admin fee / account holder | $201 | $2,263-91.1% | $8,261-97.6% | $834-75.9% |