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 |
|---|---|---|
NADLER FINANCIAL GROUP, INC.2 years Filed as: NADLER FINANCIAL GROUP INC Service code 28 · EIN 36-4156113 | Investment Management | $40,851 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $17,167 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $1,146 |
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 | $56,132 | $50,820+10.5% | $155,567-63.9% | $77,671-27.7% |
| Participation rate | 53.2% | 63.1%-9.9pp | 78.2%-25.0pp | 70.6%-17.4pp |
| Annual return | 14.25% | 34.85%-20.6pp | 64.74%-50.5pp | 31.21%-17.0pp |
| Employer contribution / active EE | $524 | $1,993-73.7% | $4,674-88.8% | $2,726-80.8% |
| Participant deferral / active EE | $1,343 | $2,823-52.4% | $5,628-76.1% | $4,648-71.1% |
| Admin fee / account holder | $187 | $436-57.0% | $15,916-98.8% | $430-56.5% |