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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $34,179 |
HAWTHORNE FINANCIAL, LLC1 year Service code 27 8025 BONHOMME AVENUE STE 100 · CLAYTON, MO 63105 | Advisory (Plan) | $21,786 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $7,664 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $79,499 | $84,487-5.9% | $125,339-36.6% | $66,914+18.8% |
| Participation rate | 98.0% | 76.4%+21.5pp | 82.4%+15.6pp | 69.8%+28.2pp |
| Annual return | -17.27% | -8.39%-8.9pp | 572.05%-589.3pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,356 | $3,553-61.8% | $4,814-71.8% | $2,544-46.7% |
| Participant deferral / active EE | $7,450 | $6,781+9.9% | $7,446+0.1% | $4,237+75.8% |
| Admin fee / account holder | $276 | $685-59.8% | $10,010-97.2% | $593-53.5% |