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 7-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 | $154,773 |
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP, LLC Service code 28 · EIN 86-1109193 | Investment Management | $67,500 |
FORVIS MAZARS, LLP1 year Filed as: MAZARS USA, LLP Service code 10 · EIN 13-1459550 | Accounting | $30,450 |
Filed as: ZACKS INVESTMENT MANAGEMENT IN Service code 26 · EIN 36-3792197 | Advisory (Participants) | $5,842 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $5,547 |
Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $300,157 | $122,693+144.6% | $184,203+62.9% | $199,593+50.4% |
| Participation rate | 96.7% | 86.8%+10.0pp | 86.8%+9.9pp | 72.0%+24.8pp |
| Annual return | 15.26% | 143.91%-128.7pp | 28.81%-13.6pp | 34.25%-19.0pp |
| Employer contribution / active EE | $3,106 | $4,584-32.3% | $6,427-51.7% | $3,034+2.4% |
| Participant deferral / active EE | $16,915 | $7,990+111.7% | $9,131+85.2% | $5,087+232.5% |
| Admin fee / account holder | $127 | $121+5.1% | $13,901-99.1% | $269-52.9% |