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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Service code 28 · EIN 26-0058143 | Investment Management | $54,356 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $29,798 |
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 | $46,744 | $92,055-49.2% | $106,213-56.0% | $77,643-39.8% |
| Participation rate | 87.9% | 81.0%+6.9pp | 75.3%+12.6pp | 70.6%+17.3pp |
| Annual return | 17.34% | 17.91%-0.6pp | 116.14%-98.8pp | 31.24%-13.9pp |
| Employer contribution / active EE | $3,075 | $3,367-8.7% | $3,171-3.0% | $2,726+12.8% |
| Participant deferral / active EE | $4,089 | $5,386-24.1% | $5,016-18.5% | $4,647-12.0% |
| Admin fee / account holder | $150 | $219-31.5% | $11,033-98.6% | $430-65.1% |