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 9-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.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $259,154 |
ERNST & YOUNG LLP6+ years Service code 10 · EIN 34-6565596 | Accounting | $61,525 |
CURCIO WEBB4 years Filed as: CURCIO WEBB LLC Service code 28 · EIN 36-4171366 | Investment Management | $13,016 |
FOULSTON SIEFKIN LLP5 years Service code 29 · EIN 48-0572027 | Legal | $8,584 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $156,490 | $144,996+7.9% | $111,297+40.6% | $93,030+68.2% |
| Participation rate | 96.4% | 86.2%+10.2pp | 77.3%+19.1pp | 73.9%+22.5pp |
| Annual return | 12.65% | 18.26%-5.6pp | 54.65%-42.0pp | 158.70%-146.0pp |
| Employer contribution / active EE | $5,507 | $3,056+80.2% | $2,731+101.7% | $2,706+103.5% |
| Participant deferral / active EE | $8,625 | $5,587+54.4% | $4,487+92.2% | $4,562+89.0% |
| Admin fee / account holder | $80 | $103-22.7% | $7,964-99.0% | $152-47.2% |