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 | $66,098+138.7% | $101,794+55.0% | $74,304+112.4% |
| Participation rate | 86.5% | 53.8%+32.7pp | 69.2%+17.3pp | 60.3%+26.1pp |
| Annual return | 16.04% | 19.59%-3.5pp | 30.53%-14.5pp | 29.43%-13.4pp |
| Employer contribution / active EE | $4,323 | $1,082+299.7% | $2,289+88.9% | $2,241+92.9% |
| Participant deferral / active EE | $4,993 | $2,781+79.5% | $4,084+22.2% | $3,767+32.5% |
| Admin fee / account holder | $135 | $4,146-96.7% | $8,777-98.5% | $2,969-95.4% |