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 |
|---|---|---|
RETIREMENT DIRECT2 years Service code 37 11120 TREYNORTH DRIVE · CORNELIUS, NC 28031 | Loan Processing | $21,470 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $7,487 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $2,427 |
Service code 59 · EIN 94-1737782 | 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 | $101,155 | $100,227+0.9% | $169,993-40.5% | $74,419+35.9% |
| Participation rate | 96.1% | 87.3%+8.8pp | 87.0%+9.1pp | 70.7%+25.4pp |
| Annual return | 17.84% | 66.08%-48.2pp | 53.37%-35.5pp | 34.38%-16.5pp |
| Employer contribution / active EE | $5,247 | $4,263+23.1% | $6,785-22.7% | $2,637+98.9% |
| Participant deferral / active EE | $6,109 | $7,143-14.5% | $10,408-41.3% | $4,528+34.9% |
| Admin fee / account holder | $57 | $234-75.7% | $12,815-99.6% | $348-83.6% |