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 6-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 | $98,526 |
SAGE ADVISORY SERVICES4 years Filed as: SAGE ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $68,710 |
BARNES WENDLING CPAS INC5 years Service code 10 · EIN 34-1463411 | Accounting | $27,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,785 | $106,028-39.8% | $146,958-56.6% | $77,643-17.8% |
| Participation rate | 91.3% | 78.4%+12.9pp | 82.2%+9.1pp | 70.6%+20.7pp |
| Annual return | -0.59% | 56.73%-57.3pp | 418.34%-418.9pp | 31.24%-31.8pp |
| Employer contribution / active EE | $2,021 | $4,063-50.3% | $4,933-59.0% | $2,726-25.9% |
| Participant deferral / active EE | $8,804 | $7,990+10.2% | $8,070+9.1% | $4,647+89.5% |
| Admin fee / account holder | $171 | $337-49.2% | $12,998-98.7% | $430-60.2% |