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 |
|---|---|---|
COHN REZNICK LLP3 years Service code 28 · EIN 22-1478099 | Investment Management | $45,149 |
CHIMENTO AND WEBB PC3 years Service code 29 · EIN 47-1507939 | Legal | $17,582 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $11,550 |
FISHER INVESTMENTS3 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $8,904 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $3,923 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,068 | $73,404+138.5% | $87,100+101.0% | $67,579+159.1% |
| Participation rate | 99.0% | 80.9%+18.2pp | 76.9%+22.2pp | 71.3%+27.8pp |
| Annual return | 21.57% | 48.29%-26.7pp | 28.19%-6.6pp | 378.56%-357.0pp |
| Employer contribution / active EE | $5,707 | $2,014+183.4% | $2,521+126.4% | $2,148+165.7% |
| Participant deferral / active EE | $9,103 | $3,913+132.7% | $4,049+124.8% | $3,539+157.2% |
| Admin fee / account holder | $65 | $142-54.4% | $7,497-99.1% | $142-54.6% |