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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $37,794 |
CLAYTON FINANCIAL GROUP, LLC8 years Service code 27 · EIN 47-3829020 | Advisory (Plan) | $30,413 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,457 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $103,662 | $130,194-20.4% | $169,993-39.0% | $71,457+45.1% |
| Participation rate | 94.1% | 86.1%+7.9pp | 87.0%+7.1pp | 67.9%+26.2pp |
| Annual return | 15.94% | 20.37%-4.4pp | 53.37%-37.4pp | 28.85%-12.9pp |
| Employer contribution / active EE | $5,724 | $4,381+30.6% | $6,785-15.6% | $2,588+121.2% |
| Participant deferral / active EE | $5,680 | $6,923-18.0% | $10,408-45.4% | $4,289+32.4% |
| Admin fee / account holder | $377 | $966-61.0% | $12,815-97.1% | $1,587-76.3% |