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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $235,415 |
MITCHELL & TITUS, LLP1 year Service code 10 · EIN 13-2781641 | Accounting | $36,040 |
Filed as: WEALTHSPIRE ADVISORS LLC Service code 26 · EIN 13-3831584 | Advisory (Participants) | $21,067 |
JMG FINANCIAL GROUP LTD1 year Service code 26 · EIN 36-3275370 | Advisory (Participants) | $9,356 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $5,437 |
KRILOGY FINANCIAL LLC3 years Service code 26 · EIN 26-3835498 | Advisory (Participants) | $5,171 |
CHARLES SCHWAB & CO., INC.5 years 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 | $181,450 | $112,686+61.0% | $169,993+6.7% | $80,160+126.4% |
| Participation rate | 94.5% | 87.4%+7.1pp | 87.0%+7.5pp | 72.9%+21.5pp |
| Annual return | 19.83% | 67.04%-47.2pp | 53.37%-33.5pp | 40.38%-20.6pp |
| Employer contribution / active EE | $4,585 | $4,481+2.3% | $6,785-32.4% | $2,978+54.0% |
| Participant deferral / active EE | $17,683 | $7,876+124.5% | $10,408+69.9% | $5,017+252.4% |
| Admin fee / account holder | $91 | $99-7.9% | $12,815-99.3% | $145-37.1% |