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 |
|---|---|---|
NFP RETIREMENT INC3 years Service code 28 · EIN 33-0905143 | Investment Management | $21,975 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $15,306 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.8+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $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 | $44,505 | $63,442-29.8% | $68,791-35.3% | $66,914-33.5% |
| Participation rate | 94.4% | 60.0%+34.4pp | 69.0%+25.4pp | 69.8%+24.6pp |
| Annual return | -16.84% | -8.29%-8.6pp | -6.38%-10.5pp | 1.58%-18.4pp |
| Employer contribution / active EE | $672 | $1,775-62.1% | $2,655-74.7% | $2,544-73.6% |
| Participant deferral / active EE | $2,094 | $2,945-28.9% | $3,941-46.9% | $4,237-50.6% |
| Admin fee / account holder | $147 | $577-74.5% | $4,932-97.0% | $593-75.2% |