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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $460,457 |
CAPFINANCIAL PARTNERS LLC2 years Service code 28 · EIN 26-0058143 | Investment Management | $60,562 |
SUNTRUST BANKS, INC.2 years Filed as: TRUIST BANK Service code 28 · EIN 56-1074313 | Investment Management | $40,375 |
SC&H ATTEST SERVICES, P.C.2 years Filed as: SC AND H ATTEST SERVICES, PC Service code 10 · EIN 52-1743645 | Accounting | $5,350 |
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 | $81,049 | $117,739-31.2% | $156,263-48.1% | $117,739-31.2% |
| Participation rate | 95.6% | 76.6%+19.0pp | 78.9%+16.7pp | 76.6%+19.0pp |
| Annual return | 17.88% | 17.29%+0.6pp | 59.47%-41.6pp | 17.29%+0.6pp |
| Employer contribution / active EE | $2,418 | $3,746-35.4% | $4,333-44.2% | $3,746-35.4% |
| Participant deferral / active EE | $6,457 | $6,128+5.4% | $6,158+4.8% | $6,128+5.4% |
| Admin fee / account holder | $64 | $112-42.7% | $14,255-99.6% | $112-42.7% |