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 4-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.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $220,739 |
Filed as: CAPTRUST ADVISORS LLC Service code 28 · EIN 45-0479693 | Investment Management | $68,577 |
Service code 28 · EIN 26-0058143 | Investment Management | $47,708 |
WARREN AVERETT, LLC1 year Service code 10 · EIN 45-4084437 | Accounting | $16,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $8,866 |
Filed as: BELLWETHER ADVISORS, LLC Service code 26 · EIN 83-3629267 | Advisory (Participants) | $6,506 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $240 |
CHARLES SCHWAB & CO., INC.4+ 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 | $76,084 | $111,072-31.5% | $156,263-51.3% | $102,872-26.0% |
| Participation rate | 94.7% | 80.1%+14.6pp | 78.9%+15.8pp | 73.0%+21.7pp |
| Annual return | 16.06% | 16.98%-0.9pp | 59.47%-43.4pp | 19.06%-3.0pp |
| Employer contribution / active EE | $1,391 | $4,017-65.4% | $4,333-67.9% | $3,526-60.5% |
| Participant deferral / active EE | $4,393 | $5,455-19.5% | $6,158-28.7% | $5,535-20.6% |
| Admin fee / account holder | $103 | $120-14.3% | $14,255-99.3% | $292-64.7% |