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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $63,328 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 28 · EIN 06-1397347 | Investment Management | $29,649 |
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 | $76,752 | $88,890-13.7% | $102,423-25.1% | $77,643-1.1% |
| Participation rate | 97.3% | 80.9%+16.4pp | 76.5%+20.8pp | 70.6%+26.7pp |
| Annual return | 15.97% | 24.98%-9.0pp | 29.32%-13.4pp | 31.24%-15.3pp |
| Employer contribution / active EE | $2,061 | $2,698-23.6% | $3,023-31.8% | $2,726-24.4% |
| Participant deferral / active EE | $6,349 | $5,145+23.4% | $5,053+25.7% | $4,647+36.6% |
| Admin fee / account holder | $160 | $235-31.9% | $9,451-98.3% | $430-62.8% |