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 |
|---|---|---|
Filed as: GREGORY J. SCHWARTZ & CO., INC. Service code 27 · EIN 38-2117812 | Advisory (Plan) | $63,701 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $26,308 |
REHMANN ROBSON4 years Filed as: REHMANN ROBSON LLC Service code 10 · EIN 38-3635706 | Accounting | $12,800 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,811 |
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 | $34,606 | $73,404-52.9% | $87,100-60.3% | $67,579-48.8% |
| Participation rate | 79.8% | 80.9%-1.1pp | 76.9%+2.9pp | 71.3%+8.5pp |
| Annual return | 21.50% | 48.29%-26.8pp | 28.19%-6.7pp | 378.56%-357.1pp |
| Employer contribution / active EE | $698 | $2,014-65.3% | $2,521-72.3% | $2,148-67.5% |
| Participant deferral / active EE | $2,775 | $3,913-29.1% | $4,049-31.4% | $3,539-21.6% |
| Admin fee / account holder | $135 | $142-4.9% | $7,497-98.2% | $142-5.4% |