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 SERVICE,INC. Service code 15 · EIN 34-1479833 | Recordkeeping | $135,421 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO LLC Service code 28 · EIN 84-4519624 | Investment Management | $125,982 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $92 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,093 | $55,331+3.2% | $81,812-30.2% | $199,593-71.4% |
| Participation rate | 95.8% | 62.5%+33.3pp | 72.3%+23.4pp | 72.0%+23.8pp |
| Annual return | 14.00% | 19.59%-5.6pp | 773.79%-759.8pp | 34.25%-20.3pp |
| Employer contribution / active EE | $1,570 | $2,101-25.3% | $2,912-46.1% | $3,034-48.3% |
| Participant deferral / active EE | $5,302 | $3,283+61.5% | $4,319+22.8% | $5,087+4.2% |
| Admin fee / account holder | $148 | $346-57.2% | $7,386-98.0% | $269-44.9% |