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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $77,057 |
GOLDMAN SACHS9+ years Filed as: CLARKSTON CAPITAL PARTNERS LLC Service code 26 · EIN 83-0473650 | Advisory (Participants) | $63,062 |
ANTONELLI FINANCIAL6 years Service code 26 · EIN 81-4562288 | Advisory (Participants) | $24,052 |
GRAND WEALTH MANAGEMENT LLC2 years Service code 26 · EIN 20-1183428 | Advisory (Participants) | $5,489 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,861 |
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 | $382,313 | $95,274+301.3% | $135,903+181.3% | $74,419+413.7% |
| Participation rate | 97.8% | 78.2%+19.6pp | 81.9%+15.9pp | 70.7%+27.1pp |
| Annual return | 17.96% | 32.77%-14.8pp | 68.23%-50.3pp | 34.38%-16.4pp |
| Employer contribution / active EE | $14,519 | $3,874+274.8% | $4,856+199.0% | $2,637+450.5% |
| Participant deferral / active EE | $13,336 | $7,782+71.4% | $7,758+71.9% | $4,528+194.5% |
| Admin fee / account holder | $202 | $266-24.2% | $10,762-98.1% | $348-42.0% |