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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $210,060 |
FIDUCIENT ADVISORS LLC1 year Service code 28 · EIN 36-4001764 | Investment Management | $75,972 |
KNAV CPA LLP1 year Service code 10 · EIN 92-3540684 | Accounting | $5,253 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $103,941 | $58,336+78.2% | $97,226+6.9% | $199,593-47.9% |
| Participation rate | 93.2% | 63.8%+29.4pp | 72.7%+20.5pp | 72.0%+21.2pp |
| Annual return | 14.69% | 32.81%-18.1pp | 75.13%-60.4pp | 34.25%-19.6pp |
| Employer contribution / active EE | $864 | $1,416-39.0% | $2,729-68.3% | $3,034-71.5% |
| Participant deferral / active EE | $7,147 | $3,240+120.6% | $4,264+67.6% | $5,087+40.5% |
| Admin fee / account holder | $120 | $114+4.9% | $5,654-97.9% | $269-55.5% |