See peer percentile detail. $4.99 for your first month.
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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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $146,756 |
BOS4 years Service code 26 · EIN 94-3241802 | Advisory (Participants) | $11,262 |
MODERA WEALTH MANAGEMENT LLC5+ years Service code 26 · EIN 27-3774197 | Advisory (Participants) | $8,623 |
BURTON ENRIGHT WELCH2 years Service code 26 · EIN 27-1702630 | Advisory (Participants) | $6,721 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $2,592 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $297,673 | $100,801+195.3% | $149,696+98.9% | $73,409+305.5% |
| Participation rate | 98.1% | 77.7%+20.4pp | 82.5%+15.6pp | 72.2%+25.9pp |
| Annual return | 8.79% | 265.34%-256.5pp | 276.60%-267.8pp | 59.29%-50.5pp |
| Employer contribution / active EE | $10,593 | $3,312+219.9% | $4,644+128.1% | $2,234+374.2% |
| Participant deferral / active EE | $13,087 | $6,404+104.4% | $6,842+91.3% | $3,805+243.9% |
| Admin fee / account holder | $151 | $181-16.5% | $9,309-98.4% | $158-4.4% |