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: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $246,581 |
Filed as: STRATEGIC CAPITAL INVESTMENT A Service code 28 · EIN 36-4268991 | Investment Management | $45,000 |
REILLY, PENNER & BENTON LLP10+ years Filed as: REILLY, PENNER & BENTON, LLP Service code 10 · EIN 39-0747409 | Accounting | $9,500 |
CHARLES SCHWAB & CO., INC.10+ years Service code 30 · EIN 94-1737782 | Employee (plan); Shareholder servicin... | $873 |
Filed as: CHARLES SCHWAB & CO.INC. Service code 59 | 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 | $177,623 | $110,299+61.0% | $102,423+73.4% | $199,593-11.0% |
| Participation rate | 97.0% | 86.3%+10.7pp | 76.5%+20.5pp | 72.0%+25.0pp |
| Annual return | 14.28% | 35.73%-21.5pp | 29.32%-15.0pp | 34.25%-20.0pp |
| Employer contribution / active EE | $11,823 | $3,603+228.1% | $3,023+291.1% | $3,034+289.7% |
| Participant deferral / active EE | $8,063 | $6,376+26.5% | $5,053+59.6% | $5,087+58.5% |
| Admin fee / account holder | $113 | $122-7.7% | $9,451-98.8% | $269-58.0% |