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 10-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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $276,416 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 28 · EIN 04-1867445 | Investment Management | $200,000 |
STOUT, CAUSEY & HORNING, P.A.5+ years Filed as: STOUT RISIUS ROSS, INC. Service code 28 · EIN 38-3003685 | Investment Management | $33,294 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
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 | $154,249 | $101,523+51.9% | $141,162+9.3% | $77,787+98.3% |
| Participation rate | 97.7% | 77.4%+20.3pp | 82.5%+15.2pp | 73.2%+24.4pp |
| Annual return | 22.38% | 56.22%-33.8pp | 71.39%-49.0pp | 32.57%-10.2pp |
| Employer contribution / active EE | $2,300 | $3,341-31.2% | $4,735-51.4% | $2,504-8.2% |
| Participant deferral / active EE | $3,902 | $6,434-39.4% | $6,709-41.8% | $3,967-1.7% |
| Admin fee / account holder | $91 | $92-0.5% | $10,261-99.1% | $100-9.0% |