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 | $240,776 |
HIGHTOWER ADVISORS LLC2 years Service code 26 · EIN 36-4500709 | Advisory (Participants) | $10,800 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $7,502 |
JMG FINANCIAL GROUP LTD1 year Service code 26 · EIN 36-3275370 | Advisory (Participants) | $5,863 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $197,226 | $115,744+70.4% | $100,391+96.5% | $199,593-1.2% |
| Participation rate | 98.1% | 85.7%+12.5pp | 81.5%+16.7pp | 72.0%+26.2pp |
| Annual return | 14.31% | 17.79%-3.5pp | 49.20%-34.9pp | 34.25%-19.9pp |
| Employer contribution / active EE | $6,658 | $3,657+82.0% | $3,942+68.9% | $3,034+119.4% |
| Participant deferral / active EE | $14,071 | $9,844+42.9% | $8,082+74.1% | $5,087+176.6% |
| Admin fee / account holder | $46 | $93-50.0% | $7,899-99.4% | $269-82.7% |