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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $83,226 |
FIDUCIENT ADVISORS LLC1 year Service code 28 · EIN 36-4001764 | Investment Management | $79,088 |
Filed as: HUSELTON MORGAN AND MAULTSBY Service code 10 · EIN 75-2409112 | Accounting | $33,210 |
BONADIO & CO., LLP1 year Filed as: BONADIO & CO LLP Service code 10 · EIN 36-1436000 | Accounting | $13,000 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $432 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | 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 | $104,697 | $104,6970% | $96,544+8.4% | $80,160+30.6% |
| Participation rate | 95.3% | 86.4%+8.9pp | 76.0%+19.3pp | 72.9%+22.3pp |
| Annual return | 106.83% | 21.78%+85.0pp | 25.84%+81.0pp | 40.38%+66.4pp |
| Employer contribution / active EE | $2,598 | $3,536-26.5% | $2,965-12.4% | $2,978-12.8% |
| Participant deferral / active EE | $10,370 | $6,188+67.6% | $4,851+113.8% | $5,017+106.7% |
| Admin fee / account holder | $111 | $107+3.7% | $8,252-98.7% | $145-23.7% |