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 |
|---|---|---|
HALL, MACGREGOR4 years Service code 28 · EIN 54-1723355 | Investment Management | $100,000 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $99,932 |
CHARLES SCHWAB & CO., INC.11+ 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 | $158,108 | $119,446+32.4% | $150,045+5.4% | $85,563+84.8% |
| Participation rate | 97.1% | 75.4%+21.7pp | 82.3%+14.8pp | 66.0%+31.2pp |
| Annual return | 16.87% | 23.72%-6.9pp | 62.55%-45.7pp | 31.51%-14.6pp |
| Employer contribution / active EE | $5,635 | $4,078+38.2% | $4,693+20.1% | $2,654+112.3% |
| Participant deferral / active EE | $12,686 | $7,985+58.9% | $7,997+58.6% | $4,375+189.9% |
| Admin fee / account holder | $291 | $548-46.9% | $13,435-97.8% | $834-65.2% |