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.8 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $126,443 |
Filed as: PROCYON ADVISORS Service code 28 · EIN 82-1652002 | Investment Management | $54,000 |
COHNREZNICK LLP4 years Service code 10 · EIN 33-4144829 | Accounting | $51,188 |
FISHER INVESTMENTS9 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $16,115 |
CHARLES SCHWAB & CO., INC.11+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $1,684 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $220,684 | $98,727+123.5% | $113,168+95.0% | $85,563+157.9% |
| Participation rate | 97.6% | 80.8%+16.8pp | 76.6%+21.0pp | 66.0%+31.6pp |
| Annual return | 9.55% | 17.43%-7.9pp | 24.27%-14.7pp | 31.51%-22.0pp |
| Employer contribution / active EE | $7,301 | $2,907+151.2% | $2,975+145.4% | $2,654+175.1% |
| Participant deferral / active EE | $11,084 | $5,424+104.3% | $5,107+117.0% | $4,375+153.3% |
| Admin fee / account holder | $175 | $357-50.9% | $12,068-98.6% | $834-79.0% |