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.6+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $3,293 |
CHARLES SCHWAB & CO., INC.6+ years Service code 19 | Securities Custodian | $3,207 |
Filed as: EPIC ADVISORS, INC Service code 15 · EIN 16-1450952 | Recordkeeping | $1,615 |
ALLIANCE BENEFIT GROUP6+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $720 |
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 | $118,682 | $123,793-4.1% | $177,821-33.3% | $79,858+48.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 11.59% | 22.82%-11.2pp | 48.32%-36.7pp | 31.71%-20.1pp |
| Employer contribution / active EE | $2,220 | $4,095-45.8% | $5,918-62.5% | $2,471-10.1% |
| Participant deferral / active EE | $5,099 | $5,956-14.4% | $7,714-33.9% | $3,740+36.3% |
| Admin fee / account holder | $16 | $7,243-99.8% | $12,427-99.9% | $5,306-99.7% |