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 8-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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $18,101 |
Filed as: MESIROW FINANCIAL INCESTMENT MANAGE Service code 28 · EIN 36-3429599 | Investment Management | $7,500 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $232 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,799 | $99,957-39.2% | $149,696-59.4% | $73,488-17.3% |
| Participation rate | 97.7% | 75.7%+22.0pp | 82.5%+15.2pp | 70.7%+27.0pp |
| Annual return | 10.46% | 53.87%-43.4pp | 276.60%-266.1pp | 28.51%-18.1pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $12,899 | $6,073+112.4% | $6,842+88.5% | $3,740+244.9% |
| Admin fee / account holder | $159 | $551-71.1% | $9,309-98.3% | $513-69.0% |