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.10+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 | Securities Custodian | $7,757 |
Filed as: EPIC ADVISORS, INC Service code 15 · EIN 16-1450952 | Recordkeeping | $3,588 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
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 | $140,980 | $138,347+1.9% | $184,203-23.5% | $80,856+74.4% |
| Participation rate | 98.9% | 83.9%+15.0pp | 86.8%+12.1pp | 67.6%+31.2pp |
| Annual return | 11.41% | 20.02%-8.6pp | 28.81%-17.4pp | 35.59%-24.2pp |
| Employer contribution / active EE | $3,405 | $4,850-29.8% | $6,427-47.0% | $2,755+23.6% |
| Participant deferral / active EE | $6,645 | $7,071-6.0% | $9,131-27.2% | $4,296+54.7% |
| Admin fee / account holder | $31 | $10,483-99.7% | $13,901-99.8% | $6,918-99.6% |