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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $202,469 |
FINANCIAL FINESSE2 years Filed as: FINANCIAL FINESSE INC Service code 28 · EIN 94-3333910 | Investment Management | $50,660 |
Filed as: STRATEGIC CAPITAL INVESTMENT A Service code 28 · EIN 36-4268991 | Investment Management | $45,000 |
REILLY, PENNER & BENTON LLP9+ years Filed as: REILLY, PENNER & BENTON, LLP Service code 10 · EIN 39-0747409 | Accounting | $9,000 |
CREATIVE PLANNING LLC3 years Service code 26 · EIN 43-1270780 | Advisory (Participants) | $8,353 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $657 |
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 | $164,944 | $104,697+57.5% | $96,544+70.8% | $80,160+105.8% |
| Participation rate | 95.3% | 86.4%+8.9pp | 76.0%+19.3pp | 72.9%+22.3pp |
| Annual return | 19.88% | 21.78%-1.9pp | 25.84%-6.0pp | 40.38%-20.5pp |
| Employer contribution / active EE | $9,306 | $3,536+163.2% | $2,965+213.9% | $2,978+212.5% |
| Participant deferral / active EE | $7,083 | $6,188+14.5% | $4,851+46.0% | $5,017+41.2% |
| Admin fee / account holder | $124 | $107+15.9% | $8,252-98.5% | $145-14.7% |