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 |
|---|---|---|
AMERICAN FUNDS2 years Filed as: ALLEN CAPITAL GROUP LLC Service code 26 · EIN 20-3230944 | Advisory (Participants) | $253,745 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $97,777 |
FORVIS MAZARS, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $18,250 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $531 |
CHARLES SCHWAB & CO., INC.2 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 | $103,737 | $128,899-19.5% | $113,168-8.3% | $102,872+0.8% |
| Participation rate | 91.2% | 87.0%+4.2pp | 76.6%+14.6pp | 73.0%+18.2pp |
| Annual return | 16.99% | 15.88%+1.1pp | 24.27%-7.3pp | 19.06%-2.1pp |
| Employer contribution / active EE | $1,701 | $3,713-54.2% | $2,975-42.8% | $3,526-51.8% |
| Participant deferral / active EE | $5,688 | $6,787-16.2% | $5,107+11.4% | $5,535+2.8% |
| Admin fee / account holder | $258 | $129+99.1% | $12,068-97.9% | $292-11.9% |