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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $26,519 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $18,032 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 28 · EIN 06-1397347 | Investment Management | $12,314 |
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 | $55,441 | $72,254-23.3% | $86,677-36.0% | $64,808-14.5% |
| Participation rate | 91.6% | 80.4%+11.2pp | 76.6%+15.0pp | 71.5%+20.1pp |
| Annual return | 8.78% | 392.42%-383.6pp | 35.91%-27.1pp | 32.82%-24.0pp |
| Employer contribution / active EE | $1,286 | $2,393-46.3% | $2,836-54.7% | $2,506-48.7% |
| Participant deferral / active EE | $3,991 | $4,658-14.3% | $4,656-14.3% | $4,310-7.4% |
| Admin fee / account holder | $90 | $174-48.3% | $7,493-98.8% | $188-52.1% |