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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $17,034 |
Filed as: MESIROW FINANCIAL INC Service code 28 · EIN 36-3429599 | Investment Management | $7,500 |
KATZ, SAPPER & MILLER1 year Filed as: KSM SERVICES INC Service code 28 · EIN 35-2123203 | Investment Management | $6,688 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $160 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,161 | $104,475-44.3% | $159,436-63.5% | $79,386-26.7% |
| Participation rate | 92.1% | 76.6%+15.4pp | 82.8%+9.2pp | 70.7%+21.3pp |
| Annual return | -0.30% | 67.95%-68.2pp | 263.57%-263.9pp | 116.85%-117.1pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $13,208 | $6,467+104.2% | $7,352+79.6% | $4,046+226.5% |
| Admin fee / account holder | $175 | $711-75.4% | $10,799-98.4% | $626-72.1% |