See peer percentile detail. $4.99 for your first month.
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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 | $82,676 |
GOLDMAN SACHS10+ years Filed as: CLARKSTON CAPITAL PARTNERS LLC Service code 26 · EIN 83-0473650 | Advisory (Participants) | $68,931 |
Filed as: ROTHSCHILD INVESTMENT LLC Service code 26 · EIN 36-2708660 | Advisory (Participants) | $11,600 |
ANTONELLI FINANCIAL7 years Service code 26 · EIN 81-4562288 | Advisory (Participants) | $6,169 |
VCP FINANCIAL LLC1 year Service code 26 · EIN 46-2921690 | Advisory (Participants) | $6,135 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $2,008 |
Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $434,074 | $106,028+309.4% | $146,958+195.4% | $77,643+459.1% |
| Participation rate | 97.2% | 78.4%+18.8pp | 82.2%+15.0pp | 70.6%+26.6pp |
| Annual return | 15.10% | 56.73%-41.6pp | 418.34%-403.2pp | 31.24%-16.1pp |
| Employer contribution / active EE | $16,299 | $4,063+301.2% | $4,933+230.4% | $2,726+498.0% |
| Participant deferral / active EE | $14,420 | $7,990+80.5% | $8,070+78.7% | $4,647+210.3% |
| Admin fee / account holder | $206 | $337-39.0% | $12,998-98.4% | $430-52.2% |