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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $98,992 |
LOCKTON INVESTMENT ADVISORS, LLC5+ years Filed as: LOCKTON COMPANIES Service code 28 · EIN 20-3354970 | Investment Management | $49,440 |
Service code 28 · EIN 20-8874282 | Investment Management | $16,480 |
FISHER INVESTMENTS2 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $13,524 |
SNS FINANCIAL GROUP LLC2 years Service code 26 · EIN 27-1489903 | Advisory (Participants) | $7,559 |
360 FINANCIAL INC3 years Service code 28 · EIN 41-1823831 | Investment Management | $6,390 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $631 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 59 · EIN 42-1558009 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,593 | $62,928+29.7% | $172,739-52.8% | $67,579+20.7% |
| Participation rate | 97.9% | 64.5%+33.4pp | 82.6%+15.2pp | 71.3%+26.6pp |
| Annual return | 21.85% | 30.36%-8.5pp | 802.84%-781.0pp | 378.56%-356.7pp |
| Employer contribution / active EE | $4,466 | $1,636+173.0% | $5,143-13.2% | $2,148+108.0% |
| Participant deferral / active EE | $6,108 | $2,145+184.8% | $5,198+17.5% | $3,539+72.6% |
| Admin fee / account holder | $159 | $167-4.4% | $13,954-98.9% | $142+11.9% |