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: BASSMAN, ADELMAN AND WEISS PC Service code 28 · EIN 23-2088272 | Investment Management | $91,179 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $65,557 |
CAPFINANCIAL PARTNERS LLC2 years Service code 28 · EIN 26-0058143 | Investment Management | $65,150 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $3 |
Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $249,158 | $122,186+103.9% | $146,958+69.5% | $199,593+24.8% |
| Participation rate | 75.4% | 78.3%-2.8pp | 82.2%-6.7pp | 72.0%+3.5pp |
| Annual return | 13.27% | 30.56%-17.3pp | 418.34%-405.1pp | 34.25%-21.0pp |
| Employer contribution / active EE | $3,442 | $4,093-15.9% | $4,933-30.2% | $3,034+13.4% |
| Participant deferral / active EE | $8,525 | $8,502+0.3% | $8,070+5.6% | $5,087+67.6% |
| Admin fee / account holder | $209 | $179+17.0% | $12,998-98.4% | $269-22.2% |