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 4-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.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $167,432 |
Filed as: CAP FINANCIAL PARTNERS LLC Service code 28 · EIN 26-0058143 | Investment Management | $89,474 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | 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 | $103,411 | $145,877-29.1% | $150,045-31.1% | $102,872+0.5% |
| Participation rate | 95.8% | 79.8%+15.9pp | 82.3%+13.4pp | 73.0%+22.7pp |
| Annual return | 22.32% | 21.37%+0.9pp | 62.55%-40.2pp | 19.06%+3.3pp |
| Employer contribution / active EE | $4,575 | $4,710-2.9% | $4,693-2.5% | $3,526+29.7% |
| Participant deferral / active EE | $11,678 | $9,491+23.0% | $7,997+46.0% | $5,535+111.0% |
| Admin fee / account holder | $128 | $176-27.2% | $13,435-99.0% | $292-56.2% |