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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $74,599 |
Filed as: CBIZ INVESTMENT ADVISORY SERVI Service code 28 · EIN 81-3968784 | Investment Management | $40,000 |
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 | $57,657 | $88,890-35.1% | $102,423-43.7% | $77,643-25.7% |
| Participation rate | 91.2% | 80.9%+10.3pp | 76.5%+14.7pp | 70.6%+20.6pp |
| Annual return | 13.94% | 24.98%-11.0pp | 29.32%-15.4pp | 31.24%-17.3pp |
| Employer contribution / active EE | $1,824 | $2,698-32.4% | $3,023-39.7% | $2,726-33.1% |
| Participant deferral / active EE | $4,766 | $5,145-7.4% | $5,053-5.7% | $4,647+2.6% |
| Admin fee / account holder | $121 | $235-48.7% | $9,451-98.7% | $430-71.9% |