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 | $220,483 |
MITCHELL & TITUS, LLP2 years Service code 10 · EIN 13-2781641 | Accounting | $37,630 |
JMG FINANCIAL GROUP LTD2 years Service code 26 · EIN 36-3275370 | Advisory (Participants) | $14,703 |
FRANKLIN STREET ADVISORS1 year Filed as: FRANKLIN STREET ADVISROS INC Service code 26 · EIN 56-1749652 | Advisory (Participants) | $7,911 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $4,187 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $202,276 | $122,693+64.9% | $184,203+9.8% | $199,593+1.3% |
| Participation rate | 95.4% | 86.8%+8.6pp | 86.8%+8.6pp | 72.0%+23.4pp |
| Annual return | 14.91% | 143.91%-129.0pp | 28.81%-13.9pp | 34.25%-19.3pp |
| Employer contribution / active EE | $4,543 | $4,584-0.9% | $6,427-29.3% | $3,034+49.7% |
| Participant deferral / active EE | $18,511 | $7,990+131.7% | $9,131+102.7% | $5,087+263.9% |
| Admin fee / account holder | $93 | $121-23.0% | $13,901-99.3% | $269-65.5% |