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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $66,169 |
Filed as: CBIZ INVESTMENT ADVISORY SERVI Service code 28 · EIN 81-3968784 | Investment Management | $30,000 |
US BANK1 year Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 28 · EIN 31-0841368 | Investment Management | $10,000 |
CHARLES SCHWAB & CO., INC.2 years 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 | $44,675 | $72,254-38.2% | $86,677-48.5% | $64,808-31.1% |
| Participation rate | 98.8% | 80.4%+18.4pp | 76.6%+22.3pp | 71.5%+27.4pp |
| Annual return | -14.34% | 392.42%-406.8pp | 35.91%-50.3pp | 32.82%-47.2pp |
| Employer contribution / active EE | $2,566 | $2,393+7.2% | $2,836-9.5% | $2,506+2.4% |
| Participant deferral / active EE | $4,471 | $4,658-4.0% | $4,656-4.0% | $4,310+3.7% |
| Admin fee / account holder | $117 | $174-32.7% | $7,493-98.4% | $188-37.7% |