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 | $17,378 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9,229 |
MONETA GROUP LLC5 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $4,179 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | 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 | $60,793 | $66,457-8.5% | $81,382-25.3% | $77,643-21.7% |
| Participation rate | 73.9% | 68.7%+5.2pp | 69.5%+4.4pp | 70.6%+3.4pp |
| Annual return | 13.53% | 15.93%-2.4pp | 24.73%-11.2pp | 31.24%-17.7pp |
| Employer contribution / active EE | $2,342 | $2,159+8.5% | $2,463-4.9% | $2,726-14.1% |
| Participant deferral / active EE | $4,244 | $3,679+15.4% | $3,883+9.3% | $4,647-8.7% |
| Admin fee / account holder | $57 | $583-90.3% | $5,768-99.0% | $430-86.9% |