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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $176,630 |
CAP FINANCIAL PARTNERS, LLC2 years Filed as: CAP FINANCIAL PARTNERS LLC Service code 28 · EIN 26-0058143 | Investment Management | $114,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,525 | $241,101-80.3% | $103,333-54.0% | $199,593-76.2% |
| Participation rate | 84.0% | 78.3%+5.7pp | 74.5%+9.5pp | 72.0%+12.0pp |
| Annual return | 17.06% | 17.80%-0.7pp | 24.88%-7.8pp | 34.25%-17.2pp |
| Employer contribution / active EE | $2,521 | $4,244-40.6% | $3,868-34.8% | $3,034-16.9% |
| Participant deferral / active EE | $4,387 | $3,958+10.9% | $5,057-13.2% | $5,087-13.7% |
| Admin fee / account holder | $121 | $288-57.8% | $8,355-98.5% | $269-54.8% |