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 | $158,117 |
FISHER INVESTMENTS6 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $51,178 |
KIRK CAPITAL ADVISORS LLC2 years Service code 26 · EIN 85-4158052 | Advisory (Participants) | $11,227 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $3,654 |
Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $330,677 | $129,021+156.3% | $184,203+79.5% | $77,643+325.9% |
| Participation rate | 92.0% | 87.3%+4.7pp | 86.8%+5.2pp | 70.6%+21.4pp |
| Annual return | 17.67% | 33.27%-15.6pp | 28.81%-11.1pp | 31.24%-13.6pp |
| Employer contribution / active EE | $18,291 | $4,413+314.5% | $6,427+184.6% | $2,726+571.0% |
| Participant deferral / active EE | $19,096 | $7,297+161.7% | $9,131+109.1% | $4,647+310.9% |
| Admin fee / account holder | $155 | $254-38.9% | $13,901-98.9% | $430-64.0% |