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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $184,470 |
FINANCIAL FINESSE1 year Filed as: FINANCIAL FINESSE INC Service code 28 · EIN 94-3333910 | Investment Management | $50,660 |
Service code 28 · EIN 36-4268991 | Investment Management | $44,375 |
CREATIVE PLANNING LLC2 years Service code 26 · EIN 43-1270780 | Advisory (Participants) | $10,993 |
REILLY, PENNER & BENTON LLP8+ years Filed as: REILLY, PENNER & BENTON, LLP Service code 10 · EIN 39-0747409 | Accounting | $8,800 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $1,106 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL 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 | $148,157 | $130,141+13.8% | $86,677+70.9% | $77,904+90.2% |
| Participation rate | 95.0% | 85.9%+9.1pp | 76.6%+18.4pp | 73.7%+21.3pp |
| Annual return | -16.10% | -12.75%-3.3pp | 35.91%-52.0pp | 12.21%-28.3pp |
| Employer contribution / active EE | $7,873 | $3,220+144.5% | $2,836+177.6% | $2,848+176.5% |
| Participant deferral / active EE | $6,748 | $5,757+17.2% | $4,656+44.9% | $4,806+40.4% |
| Admin fee / account holder | $128 | $132-2.6% | $7,493-98.3% | $133-3.2% |