See peer percentile detail. $4.99 for your first month.
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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 | $52,585 |
VALEO FINANCIAL ADVISORS LLC4+ years Service code 26 · EIN 03-0519130 | Advisory (Participants) | $42,289 |
Filed as: PROCOURSE FIDUCIARY ADVISORS Service code 28 · EIN 45-5291215 | Investment Management | $33,000 |
KATZ, SAPPER & MILLER4+ years Filed as: KATZ SAPPER & MILLER LLP Service code 10 · EIN 35-1090346 | Accounting | $14,500 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $598 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $142,777 | $47,977+197.6% | $154,107-7.4% | $56,287+153.7% |
| Participation rate | 93.5% | 66.2%+27.3pp | 83.0%+10.4pp | 69.9%+23.6pp |
| Annual return | -5.80% | 3.54%-9.3pp | 735.12%-740.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $5,092 | $2,169+134.8% | $5,298-3.9% | $2,111+141.2% |
| Participant deferral / active EE | $5,648 | $2,392+136.2% | $5,081+11.2% | $3,350+68.6% |
| Admin fee / account holder | $949 | $438+116.6% | $13,411-92.9% | $521+82.2% |