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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $60,466 |
OPPENHEIMER6 years Filed as: OPPENHEIMER & CO. INC. Service code 28 · EIN 13-5657518 | Investment Management | $45,474 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $91,038 | $53,199+71.1% | $155,567-41.5% | $199,768-54.4% |
| Participation rate | 30.7% | 64.1%-33.4pp | 78.2%-47.5pp | 72.0%-41.3pp |
| Annual return | 17.88% | 41.17%-23.3pp | 64.74%-46.9pp | 34.26%-16.4pp |
| Employer contribution / active EE | $421 | $1,852-77.3% | $4,674-91.0% | $3,037-86.1% |
| Participant deferral / active EE | $2,513 | $3,163-20.5% | $5,628-55.3% | $5,090-50.6% |
| Admin fee / account holder | $180 | $186-3.0% | $15,916-98.9% | $269-33.1% |