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 |
|---|---|---|
OLD SECOND BANK1 year Filed as: OLD SECOND NATIONAL BANK Service code 64 · EIN 36-3143493 | Recordkeeping Fees | $10,316 |
Filed as: CHALRES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $7,191 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $5,100 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $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 | $157,789 | $65,246+141.8% | $98,716+59.8% | $67,986+132.1% |
| Participation rate | 86.5% | 51.4%+35.1pp | 69.3%+17.2pp | 57.2%+29.3pp |
| Annual return | 16.04% | 20.58%-4.5pp | 31.81%-15.8pp | 31.67%-15.6pp |
| Employer contribution / active EE | $4,323 | $1,042+314.9% | $2,279+89.7% | $2,019+114.2% |
| Participant deferral / active EE | $4,993 | $2,594+92.5% | $4,048+23.3% | $3,358+48.7% |
| Admin fee / account holder | $135 | $4,561-97.0% | $8,703-98.4% | $3,203-95.8% |