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.11+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 | Securities Custodian | $9,253 |
Filed as: EPIC ADVISORS, INC Service code 15 · EIN 16-1450952 | Recordkeeping | $3,319 |
CHARLES SCHWAB & CO., INC.11+ years Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $152,487 | $148,978+2.4% | $200,582-24.0% | $84,808+79.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 11.76% | 28.16%-16.4pp | 42.33%-30.6pp | 40.90%-29.1pp |
| Employer contribution / active EE | $5,069 | $4,815+5.3% | $6,419-21.0% | $2,631+92.7% |
| Participant deferral / active EE | $6,386 | $7,142-10.6% | $9,331-31.6% | $4,212+51.6% |
| Admin fee / account holder | $24 | $13,977-99.8% | $16,305-99.9% | $7,344-99.7% |