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.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $219,327 |
Filed as: MESIROW FINANCIAL INC, Service code 28 · EIN 36-3194849 | Investment Management | $106,414 |
Filed as: MESIROW FINANCIAL INVESTMENT Service code 28 · EIN 36-3429599 | Investment Management | $40,000 |
CROWE LLP1+ years Service code 10 · EIN 35-0921680 | Accounting | $18,860 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,261 | $143,525-44.8% | $379,746-79.1% | $90,288-12.2% |
| Participation rate | 92.0% | 82.9%+9.1pp | 78.4%+13.6pp | 73.4%+18.7pp |
| Annual return | 14.60% | 18.97%-4.4pp | 34.90%-20.3pp | 53.97%-39.4pp |
| Employer contribution / active EE | $2,667 | $3,201-16.7% | $3,540-24.6% | $2,524+5.7% |
| Participant deferral / active EE | $4,894 | $5,231-6.5% | $6,024-18.8% | $4,232+15.6% |
| Admin fee / account holder | $213 | $100+112.6% | $7,927-97.3% | $114+87.2% |