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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $104,967 |
CAP FINANCIAL PARTNERS, LLC3 years Filed as: CAP FINANCIAL PARTNERS LLC Service code 28 · EIN 26-0058143 | Investment Management | $62,571 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $171,382 | $128,899+33.0% | $113,168+51.4% | $102,872+66.6% |
| Participation rate | 96.4% | 87.0%+9.4pp | 76.6%+19.9pp | 73.0%+23.4pp |
| Annual return | 9.57% | 15.88%-6.3pp | 24.27%-14.7pp | 19.06%-9.5pp |
| Employer contribution / active EE | $6,185 | $3,713+66.6% | $2,975+107.9% | $3,526+75.4% |
| Participant deferral / active EE | $9,267 | $6,787+36.5% | $5,107+81.5% | $5,535+67.4% |
| Admin fee / account holder | $77 | $129-40.4% | $12,068-99.4% | $292-73.6% |