See peer percentile detail. $4.99 for your first month.
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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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $259,389 |
MERCER3 years Filed as: MERCER US INC Service code 28 · EIN 13-2834414 | Investment Management | $73,293 |
WARREN AVERETT, LLC3 years Filed as: WARREN AVERETT LLC Service code 10 · EIN 45-4084437 | Accounting | $14,500 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $542 |
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 | $138,682 | $126,111+10.0% | $142,449-2.6% | $80,160+73.0% |
| Participation rate | 96.6% | 87.5%+9.1pp | 76.8%+19.8pp | 72.9%+23.7pp |
| Annual return | 12.08% | 23.39%-11.3pp | 19.99%-7.9pp | 40.38%-28.3pp |
| Employer contribution / active EE | $6,935 | $6,430+7.9% | $4,847+43.1% | $2,978+132.9% |
| Participant deferral / active EE | $8,412 | $7,822+7.5% | $6,283+33.9% | $5,017+67.7% |
| Admin fee / account holder | $171 | $92+84.7% | $10,011-98.3% | $145+17.7% |