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 9-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 |
|---|---|---|
Filed as: CAP FINANCIAL PARTNERS LLC Service code 28 · EIN 26-0058143 | Investment Management | $46,181 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $34,905 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,320 | $88,480-52.2% | $96,683-56.2% | $80,160-47.2% |
| Participation rate | 78.2% | 79.9%-1.7pp | 74.3%+3.8pp | 72.9%+5.3pp |
| Annual return | 132.43% | 22.53%+109.9pp | 35.69%+96.7pp | 40.38%+92.1pp |
| Employer contribution / active EE | $1,128 | $4,176-73.0% | $3,737-69.8% | $2,978-62.1% |
| Participant deferral / active EE | $2,058 | $3,959-48.0% | $4,878-57.8% | $5,017-59.0% |
| Admin fee / account holder | $42 | $212-80.1% | $6,730-99.4% | $145-70.9% |