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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $66,857 |
INVESCO2 years Filed as: INVESCO ADVISERS INC Service code 28 · EIN 58-1707262 | Investment Management | $17,609 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES, INC Service code 28 · EIN 13-2638166 | Investment Management | $10,745 |
WARREN AVERETT, LLC3+ years Service code 10 · EIN 45-4084437 | Accounting | $10,700 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,304 | $64,457-3.3% | $111,392-44.1% | $55,725+11.8% |
| Participation rate | 92.1% | 79.7%+12.4pp | 78.9%+13.2pp | 70.9%+21.2pp |
| Annual return | -4.10% | -19.97%+15.9pp | -2.06%-2.0pp | 244.93%-249.0pp |
| Employer contribution / active EE | $2,586 | $3,956-34.6% | $4,328-40.3% | $2,078+24.4% |
| Participant deferral / active EE | $3,263 | $5,219-37.5% | $5,567-41.4% | $3,356-2.8% |
| Admin fee / account holder | $145 | $112+29.7% | $12,266-98.8% | $115+26.1% |