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 | $110,483+43.1% | $145,433+8.7% | $79,634+98.5% |
| Participation rate | 97.1% | 71.1%+26.0pp | 82.1%+15.0pp | 62.5%+34.7pp |
| Annual return | 16.87% | 24.62%-7.8pp | 66.58%-49.7pp | 36.46%-19.6pp |
| Employer contribution / active EE | $5,635 | $4,053+39.0% | $4,554+23.7% | $2,529+122.8% |
| Participant deferral / active EE | $12,686 | $7,216+75.8% | $7,897+60.6% | $3,835+230.8% |
| Admin fee / account holder | $291 | $680-57.3% | $13,129-97.8% | $1,002-71.0% |