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.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $62,693 |
Filed as: BRIDGES INVESTMENT MANAGEMENT Service code 28 · EIN 47-0784180 | Investment Management | $55,397 |
MARINER LLC8 years Service code 26 · EIN 20-4553256 | Advisory (Participants) | $19,356 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $77 |
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 | $211,211 | $145,877+44.8% | $150,045+40.8% | $102,872+105.3% |
| Participation rate | 98.7% | 79.8%+18.9pp | 82.3%+16.4pp | 73.0%+25.7pp |
| Annual return | 28.72% | 21.37%+7.4pp | 62.55%-33.8pp | 19.06%+9.7pp |
| Employer contribution / active EE | $2,635 | $4,710-44.1% | $4,693-43.9% | $3,526-25.3% |
| Participant deferral / active EE | $11,073 | $9,491+16.7% | $7,997+38.5% | $5,535+100.1% |
| Admin fee / account holder | $52 | $176-70.3% | $13,435-99.6% | $292-82.1% |