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.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $44,815 |
Service code 28 · EIN 75-3007140 | Investment Management | $27,500 |
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $19,400 |
LARAWAY FINANCIAL ADVISORS INC1+ years Service code 26 · EIN 41-1988226 | Advisory (Participants) | $5,480 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $447,000 | $99,957+347.2% | $149,696+198.6% | $73,488+508.3% |
| Participation rate | 97.1% | 75.7%+21.4pp | 82.5%+14.6pp | 70.7%+26.4pp |
| Annual return | 12.31% | 53.87%-41.6pp | 276.60%-264.3pp | 28.51%-16.2pp |
| Employer contribution / active EE | $13,001 | $3,191+307.4% | $4,644+179.9% | $2,270+472.7% |
| Participant deferral / active EE | $12,919 | $6,073+112.7% | $6,842+88.8% | $3,740+245.5% |
| Admin fee / account holder | $241 | $551-56.2% | $9,309-97.4% | $513-53.0% |