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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $132,778 |
FIDUCIENT ADVISORS LLC3 years Service code 28 · EIN 36-4001764 | Investment Management | $84,760 |
Filed as: HUSELTON MORGAN AND MAULTSBY Service code 10 · EIN 75-2409112 | Accounting | $33,750 |
Filed as: FOCUS PARTNERS WEALTH LLC Service code 26 · EIN 90-0751149 | Advisory (Participants) | $9,699 |
CHARLES SCHWAB & CO., INC.11+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $365 |
CHARLES SCHWAB & CO., INC.3 years 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 | $142,841 | $128,899+10.8% | $113,168+26.2% | $102,872+38.9% |
| Participation rate | 94.9% | 87.0%+7.9pp | 76.6%+18.3pp | 73.0%+21.8pp |
| Annual return | 16.99% | 15.88%+1.1pp | 24.27%-7.3pp | 19.06%-2.1pp |
| Employer contribution / active EE | $2,510 | $3,713-32.4% | $2,975-15.7% | $3,526-28.8% |
| Participant deferral / active EE | $10,039 | $6,787+47.9% | $5,107+96.6% | $5,535+81.4% |
| Admin fee / account holder | $152 | $129+17.2% | $12,068-98.7% | $292-48.1% |