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.8 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $113,906 |
PEKIN HARDY STRAUSS INC4 years Service code 26 · EIN 36-3667359 | Advisory (Participants) | $13,235 |
CERITY PARTNERS3 years Filed as: CERITY PARTNERS LLC Service code 26 · EIN 27-1180831 | Advisory (Participants) | $12,514 |
BURTON ENRIGHT WELCH6 years Service code 26 · EIN 27-1702630 | Advisory (Participants) | $8,872 |
Filed as: BUCKINGHAM STRATEGIC WEALTH LL Service code 26 · EIN 20-8306720 | Advisory (Participants) | $8,610 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $1,010 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $389,072 | $122,186+218.4% | $146,958+164.8% | $199,593+94.9% |
| Participation rate | 98.2% | 78.3%+19.9pp | 82.2%+16.0pp | 72.0%+26.2pp |
| Annual return | 26.09% | 30.56%-4.5pp | 418.34%-392.3pp | 34.25%-8.2pp |
| Employer contribution / active EE | $20,337 | $4,093+396.9% | $4,933+312.3% | $3,034+570.3% |
| Participant deferral / active EE | $15,885 | $8,502+86.8% | $8,070+96.8% | $5,087+212.3% |
| Admin fee / account holder | $105 | $179-41.3% | $12,998-99.2% | $269-60.9% |